Tria Gen Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Tria Gen Wealth Management LLC

$273 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$47.98 - $48.96 $61,750 - $63,011	1,287 Added 3.43%	38,835 $1.88 Million
Q1 2022 Apr 29, 2022	SELL	$48.85 - $50.03 $133,213 - $136,431	-2,727 Reduced 6.77%	37,548 $1.84 Million
Q4 2021 Feb 09, 2022	SELL	$49.97 - $50.67 $2,798 - $2,837	-56 Reduced 0.14%	40,275 $2.01 Million
Q3 2021 Nov 10, 2021	BUY	$50.52 - $50.94 $1,414 - $1,426	28 Added 0.07%	40,331 $2.04 Million
Q2 2021 Aug 02, 2021	SELL	$50.83 - $51.19 $390,018 - $392,780	-7,673 Reduced 15.99%	40,303 $2.05 Million
Q1 2021 Apr 26, 2021	SELL	$51.0 - $51.58 $80,733 - $81,651	-1,583 Reduced 3.19%	47,976 $2.45 Million
Q4 2020 Feb 02, 2021	BUY	$51.39 - $51.73 $2.55 Million - $2.56 Million	49,559 New	49,559 $2.55 Million

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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