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

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 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 10,032 shares of LMBS stock, worth $500,697. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,032
Previous 9,722 3.19%
Holding current value
$500,697
Previous $478 Million 3.4%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$48.5 - $49.35 $15,035 - $15,298
310 Added 3.19%
10,032 $494 Million
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
467
Shares Held
85.4M
Call Options Held
6.7K
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
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