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

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,730 shares of LMBS stock, worth $229,546. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,730

Previous 5,018 5.74%

Holding current value

$229,546

Previous $247,000 6.88%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$48.48 - $49.47 $13,962 - $14,247	-288 Reduced 5.74%	4,730 $230,000
Q3 2024 Oct 29, 2024	SELL	$47.95 - $49.61 $84,919 - $87,859	-1,771 Reduced 26.09%	5,018 $247,000
Q2 2024 Jul 24, 2024	BUY	$47.58 - $48.41 $30,593 - $31,127	643 Added 10.46%	6,789 $326,000
Q1 2024 Apr 23, 2024	SELL	$47.95 - $48.49 $106,449 - $107,647	-2,220 Reduced 26.54%	6,146 $296,000
Q4 2023 Feb 08, 2024	SELL	$46.58 - $48.36 $202,716 - $210,462	-4,352 Reduced 34.22%	8,366 $404,000
Q3 2023 Nov 07, 2023	SELL	$47.15 - $47.94 $246,500 - $250,630	-5,228 Reduced 29.13%	12,718 $600,000
Q2 2023 Jul 31, 2023	SELL	$47.5 - $48.33 $937,697 - $954,082	-19,741 Reduced 52.38%	17,946 $855,000
Q1 2023 Apr 19, 2023	SELL	$47.34 - $48.21 $3.8 Million - $3.87 Million	-80,262 Reduced 68.05%	37,687 $1.8 Million
Q4 2022 Jan 23, 2023	SELL	$46.64 - $47.85 $625,535 - $641,764	-13,412 Reduced 10.21%	117,949 $0
Q3 2022 Oct 21, 2022	BUY	$47.35 - $48.58 $738,281 - $757,459	15,592 Added 13.47%	131,361 $6.22 Million
Q2 2022 Jul 27, 2022	BUY	$47.98 - $48.96 $1.7 Million - $1.74 Million	35,452 Added 44.14%	115,769 $5.59 Million
Q1 2022 May 05, 2022	BUY	$48.85 - $50.03 $1 Million - $1.03 Million	20,552 Added 34.39%	80,317 $4.02 Million
Q1 2022 May 04, 2022	SELL	$48.85 - $50.03 $1 Million - $1.03 Million	-20,552 Reduced 25.59%	59,765 $2.91 Million
Q4 2021 Feb 02, 2022	BUY	$49.97 - $50.67 $361,882 - $366,952	7,242 Added 9.91%	80,317 $4.02 Million
Q3 2021 Oct 25, 2021	SELL	$50.52 - $50.94 $413,758 - $417,198	-8,190 Reduced 10.08%	73,075 $3.7 Million
Q2 2021 Jul 23, 2021	BUY	$50.83 - $51.19 $4.13 Million - $4.16 Million	81,265 New	81,265 $4.14 Million

Others Institutions Holding LMBS

# of Institutions

423

Shares Held

69.9M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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True Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History