Tcfg Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Tcfg Wealth Management, LLC

$221 Billion
Q2 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 21,300 shares of LMBS stock, worth $1.05 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

21,300

Previous 24,437 12.84%

Holding current value

$1.05 Million

Previous $1.2 Billion 12.66%

% of portfolio

0.48%

Previous 0.6%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$48.5 - $49.35 $152,144 - $154,810	-3,137 Reduced 12.84%	21,300 $1.05 Billion
Q1 2025 Apr 16, 2025	SELL	$48.31 - $49.23 $85,846 - $87,481	-1,777 Reduced 6.78%	24,437 $1.2 Billion
Q4 2024 Jan 30, 2025	BUY	$48.48 - $49.47 $25,064 - $25,575	517 Added 2.01%	26,214 $1.28 Billion
Q3 2024 Oct 15, 2024	BUY	$47.95 - $49.61 $1.23 Million - $1.27 Million	25,697 New	25,697 $1.27 Billion

Others Institutions Holding LMBS

# of Institutions

459

Shares Held

81.8M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Tcfg Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History