U.S. Capital Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 50,666 shares of LMBS stock, worth $2.49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

50,666

Previous 5,537 815.04%

Holding current value

$2.49 Million

Previous $273,000 802.93%

% of portfolio

0.08%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$48.48 - $49.47 $2.19 Million - $2.23 Million	45,129 Added 815.04%	50,666 $2.47 Million
Q3 2024 Oct 22, 2024	BUY	$47.95 - $49.61 $265,499 - $274,690	5,537 New	5,537 $273,000
Q4 2022 Feb 03, 2023	BUY	$46.64 - $47.85 $139,920 - $143,550	3,000 New	3,000 $142,000
Q2 2022 Aug 12, 2022	SELL	$47.98 - $48.96 $416,754 - $425,266	-8,686 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$48.85 - $50.03 $43,965 - $45,027	900 Added 11.56%	8,686 $425,000
Q4 2021 Jan 21, 2022	SELL	$49.97 - $50.67 $323,355 - $327,885	-6,471 Reduced 45.39%	7,786 $389,000
Q3 2021 Nov 01, 2021	BUY	$50.52 - $50.94 $720,263 - $726,251	14,257 New	14,257 $721,000

Others Institutions Holding LMBS

# of Institutions

445

Shares Held

78.3M

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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U.S. Capital Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History