True Link Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

True Link Financial Advisors, LLC

$1.08 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$47.15 - $47.94 $32,203 - $32,743	683 Added 0.83%	83,335 $3.94 Million
Q4 2022 Feb 09, 2023	BUY	$46.64 - $47.85 $174,900 - $179,437	3,750 Added 4.75%	82,652 $3.92 Million
Q3 2022 Nov 09, 2022	BUY	$47.35 - $48.58 $1.09 Million - $1.12 Million	22,973 Added 41.08%	78,902 $3.74 Million
Q1 2022 May 16, 2022	SELL	$48.85 - $50.03 $2.17 Million - $2.22 Million	-44,363 Reduced 44.23%	55,929 $2.74 Million
Q4 2021 Feb 01, 2022	SELL	$49.97 - $50.67 $3,697 - $3,749	-74 Reduced 0.07%	100,292 $5.01 Million
Q3 2021 Oct 29, 2021	BUY	$50.52 - $50.94 $530,460 - $534,870	10,500 Added 11.68%	100,366 $5.08 Million
Q2 2021 Aug 19, 2021	BUY	$50.83 - $51.19 $152,490 - $153,570	3,000 Added 3.45%	89,866 $4.57 Million
Q1 2021 May 17, 2021	BUY	$51.0 - $51.58 $255,000 - $257,900	5,000 Added 6.11%	86,866 $4.44 Million
Q4 2020 Feb 16, 2021	BUY	$51.39 - $51.73 $4.21 Million - $4.23 Million	81,866 New	81,866 $4.21 Million

Others Institutions Holding LMBS

# of Institutions

417

Shares Held

66.4M

Call Options Held

200

Put Options Held

2.6K

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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