Spire Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Spire Wealth Management holds 27,147 shares of LMBS stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,147

Previous 129,914 79.1%

Holding current value

$1.34 Million

Previous $6.32 Million 78.9%

% of portfolio

0.04%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$48.31 - $49.23 $4.96 Million - $5.06 Million	-102,767 Reduced 79.1%	27,147 $1.33 Million
Q4 2024 Jan 24, 2025	BUY	$48.48 - $49.47 $6.3 Million - $6.43 Million	129,914 New	129,914 $6.32 Million
Q3 2022 Nov 07, 2022	BUY	$47.35 - $48.58 $20,786 - $21,326	439 New	439 $21,000
Q2 2022 Jul 22, 2022	SELL	$47.98 - $48.96 $16.1 Million - $16.4 Million	-335,699 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$48.85 - $50.03 $3.54 Million - $3.62 Million	-72,391 Reduced 17.74%	335,699 $16.5 Million
Q4 2021 Jan 14, 2022	BUY	$49.97 - $50.67 $689,635 - $699,296	13,801 Added 3.5%	408,090 $20.4 Million
Q3 2021 Oct 22, 2021	BUY	$50.52 - $50.94 $2.17 Million - $2.19 Million	42,925 Added 12.22%	394,289 $20 Million
Q2 2021 Jul 26, 2021	SELL	$50.83 - $51.19 $906,807 - $913,229	-17,840 Reduced 4.83%	351,364 $18 Million
Q1 2021 May 21, 2021	BUY	$51.0 - $51.58 $18.5 Million - $18.7 Million	361,797 Added 4884.53%	369,204 $18.8 Million
Q1 2021 May 07, 2021	BUY	$51.0 - $51.58 $377,757 - $382,053	7,407 New	7,407 $378,000

Others Institutions Holding LMBS

# of Institutions

459

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History