Summit Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,722 shares of LMBS stock, worth $480,850. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,722
Holding current value
$480,850
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$48.31 - $49.23 $469,669 - $478,614
9,722 New
9,722 $478 Million
Q3 2024

Oct 28, 2024
SELL
$47.95 - $49.61 $3,931 - $4,068
-82 Reduced 0.86%
9,403 $465 Million
Q2 2024

Sep 11, 2024
SELL
$47.58 - $48.41 $26,073 - $26,528
-548 Reduced 5.46%
9,485 $456 Million
Q1 2024

Sep 11, 2024
BUY
$47.95 - $48.49 $481,082 - $486,500
10,033 New
10,033 $484 Million

Others Institutions Holding LMBS

# of Institutions
457
Shares Held
81.6M
Call Options Held
5K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email