Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$47.34 - $48.21 $23,433 - $23,863
-495 Reduced 9.68%
4,618 $221,000
Q4 2022

Jan 25, 2023

SELL
$46.77 - $47.85 $5,425 - $5,550
-116 Reduced 2.22%
5,113 $0
Q3 2022

Oct 24, 2022

SELL
$47.69 - $48.58 $92,470 - $94,196
-1,939 Reduced 27.05%
5,229 $248,000
Q2 2022

Jul 29, 2022

SELL
$47.98 - $48.96 $39,343 - $40,147
-820 Reduced 10.27%
7,168 $346,000
Q1 2022

Apr 22, 2022

SELL
$48.85 - $50.03 $689,566 - $706,223
-14,116 Reduced 63.86%
7,988 $391,000
Q4 2021

Feb 10, 2022

SELL
$49.97 - $50.67 $570,907 - $578,904
-11,425 Reduced 34.07%
22,104 $1.11 Million
Q3 2021

Oct 15, 2021

SELL
$50.52 - $50.94 $235,221 - $237,176
-4,656 Reduced 12.19%
33,529 $1.7 Million
Q2 2021

Jul 27, 2021

SELL
$50.83 - $51.19 $154,167 - $155,259
-3,033 Reduced 7.36%
38,185 $1.94 Million
Q1 2021

Apr 19, 2021

SELL
$51.0 - $51.58 $34,782 - $35,177
-682 Reduced 1.63%
41,218 $2.11 Million
Q4 2020

Jan 19, 2021

SELL
$51.39 - $51.73 $1.39 Million - $1.4 Million
-27,107 Reduced 39.28%
41,900 $2.16 Million
Q3 2020

Oct 23, 2020

BUY
$51.62 - $51.89 $2.5 Million - $2.51 Million
48,340 Added 233.9%
69,007 $3.57 Million
Q2 2020

Jul 15, 2020

BUY
$51.33 - $51.83 $1.06 Million - $1.07 Million
20,667 New
20,667 $1.07 Million

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Spectrum Wealth Advisory Group, LLC Portfolio

Follow Spectrum Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Advisory Group, LLC with notifications on news.