A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 28,012 shares of LMBS stock, worth $1.37 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,012
Previous 21,147 32.46%
Holding current value
$1.37 Million
Previous $1.02 Million 31.86%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$47.58 - $48.41 $326,636 - $332,334
6,865 Added 32.46%
28,012 $1.35 Million
Q1 2024

May 15, 2024

SELL
$47.95 - $48.49 $161,975 - $163,799
-3,378 Reduced 13.77%
21,147 $1.02 Million
Q4 2023

Feb 12, 2024

SELL
$46.58 - $48.36 $43,924 - $45,603
-943 Reduced 3.7%
24,525 $1.19 Million
Q3 2023

Nov 13, 2023

BUY
$47.15 - $47.94 $50,261 - $51,104
1,066 Added 4.37%
25,468 $1.2 Million
Q2 2023

Aug 14, 2023

SELL
$47.5 - $48.33 $150,052 - $152,674
-3,159 Reduced 11.46%
24,402 $1.16 Million
Q1 2023

May 15, 2023

SELL
$47.34 - $48.21 $108,882 - $110,883
-2,300 Reduced 7.7%
27,561 $1.32 Million
Q4 2022

Feb 15, 2023

SELL
$46.64 - $47.85 $2.38 Million - $2.44 Million
-51,082 Reduced 63.11%
29,861 $1.42 Million
Q3 2022

Nov 10, 2022

SELL
$47.35 - $48.58 $94,037 - $96,479
-1,986 Reduced 2.39%
80,943 $3.83 Million
Q2 2022

Aug 04, 2022

SELL
$47.98 - $48.96 $123,692 - $126,218
-2,578 Reduced 3.01%
82,929 $4.01 Million
Q1 2022

May 02, 2022

SELL
$48.85 - $50.03 $1.64 Million - $1.68 Million
-33,544 Reduced 28.18%
85,507 $4.19 Million
Q4 2021

Feb 08, 2022

SELL
$49.97 - $50.67 $19.4 Million - $19.7 Million
-388,751 Reduced 76.56%
119,051 $5.95 Million
Q3 2021

Nov 12, 2021

BUY
$50.52 - $50.94 $1.59 Million - $1.6 Million
31,396 Added 6.59%
507,802 $25.7 Million
Q2 2021

Aug 13, 2021

BUY
$50.83 - $51.19 $973,953 - $980,851
19,161 Added 4.19%
476,406 $24.2 Million
Q1 2021

May 14, 2021

BUY
$51.0 - $51.58 $6.2 Million - $6.27 Million
121,624 Added 36.24%
457,245 $23.3 Million
Q4 2020

Feb 11, 2021

BUY
$51.39 - $51.73 $773,727 - $778,846
15,056 Added 4.7%
335,621 $17.3 Million
Q3 2020

Oct 30, 2020

BUY
$51.62 - $51.89 $5.22 Million - $5.25 Million
101,102 Added 46.07%
320,565 $16.6 Million
Q2 2020

Aug 06, 2020

BUY
$51.33 - $51.83 $1.22 Million - $1.23 Million
23,673 Added 12.09%
219,463 $11.3 Million
Q1 2020

Apr 29, 2020

SELL
$49.9 - $52.72 $486,125 - $513,598
-9,742 Reduced 4.74%
195,790 $9.99 Million
Q4 2019

Jan 17, 2020

BUY
$51.73 - $52.15 $77,439 - $78,068
1,497 Added 0.73%
205,532 $10.6 Million
Q3 2019

Oct 30, 2019

BUY
$51.68 - $52.09 $228,373 - $230,185
4,419 Added 2.21%
204,035 $10.6 Million
Q2 2019

Jul 25, 2019

SELL
$51.22 - $51.68 $51,271 - $51,731
-1,001 Reduced 0.5%
199,616 $10.3 Million
Q1 2019

Apr 30, 2019

BUY
$51.01 - $51.34 $9.64 Million - $9.7 Million
188,958 Added 1620.71%
200,617 $10.3 Million
Q4 2018

Jan 15, 2019

BUY
$50.81 - $51.07 $319,747 - $321,383
6,293 Added 117.28%
11,659 $595,000
Q3 2018

Oct 23, 2018

BUY
$50.94 - $51.29 $3,005 - $3,026
59 Added 1.11%
5,366 $274,000
Q2 2018

Jul 20, 2018

BUY
$51.03 - $51.43 $6,838 - $6,891
134 Added 2.59%
5,307 $272,000
Q1 2018

Apr 20, 2018

BUY
$51.29 - $51.74 $199,723 - $201,475
3,894 Added 304.46%
5,173 $265,000
Q4 2017

Jan 19, 2018

BUY
$51.63 - $52.04 $33,507 - $33,773
649 Added 103.02%
1,279 $66,000
Q3 2017

Nov 22, 2017

BUY
$51.97 - $51.99 $32,741 - $32,753
630
630 $32,000

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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.