A detailed history of Vishria Bird Financial Group, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 16,379 shares of LMBS stock, worth $797,657. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,379
Previous 16,809 2.56%
Holding current value
$797,657
Previous $808,000 0.12%
% of portfolio
0.31%
Previous 0.34%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$47.95 - $49.61 $20,618 - $21,332
-430 Reduced 2.56%
16,379 $809,000
Q2 2023

Jul 19, 2023

SELL
$47.5 - $48.33 $8,597 - $8,747
-181 Reduced 1.07%
16,809 $801,000
Q1 2023

Apr 17, 2023

SELL
$47.34 - $48.21 $15,953 - $16,246
-337 Reduced 1.94%
16,990 $813,000
Q4 2022

Feb 01, 2023

SELL
$46.64 - $47.85 $1.85 Million - $1.9 Million
-39,633 Reduced 69.58%
17,327 $821,000
Q3 2022

Oct 27, 2022

SELL
$47.35 - $48.58 $456,311 - $468,165
-9,637 Reduced 14.47%
56,960 $2.7 Million
Q2 2022

Aug 04, 2022

SELL
$47.98 - $48.96 $246,233 - $251,262
-5,132 Reduced 7.15%
66,597 $3.22 Million
Q1 2022

May 03, 2022

SELL
$48.85 - $50.03 $13.1 Million - $13.5 Million
-269,101 Reduced 78.95%
71,729 $3.51 Million
Q4 2021

Jan 27, 2022

BUY
$49.97 - $50.67 $1.28 Million - $1.3 Million
25,587 Added 8.12%
340,830 $17 Million
Q3 2021

Oct 15, 2021

BUY
$50.52 - $50.94 $9.76 Million - $9.84 Million
193,232 Added 158.37%
315,243 $15.9 Million
Q2 2021

Aug 02, 2021

BUY
$50.83 - $51.19 $4.38 Million - $4.41 Million
86,144 Added 240.18%
122,011 $6.21 Million
Q1 2021

Apr 27, 2021

SELL
$51.0 - $51.58 $298,503 - $301,897
-5,853 Reduced 14.03%
35,867 $1.83 Million
Q4 2020

Jan 26, 2021

BUY
$51.39 - $51.73 $859,754 - $865,442
16,730 Added 66.95%
41,720 $2.15 Million
Q3 2020

Nov 02, 2020

BUY
$51.62 - $51.89 $910,576 - $915,339
17,640 Added 240.0%
24,990 $1.29 Million
Q1 2020

Apr 13, 2020

BUY
$49.9 - $52.72 $366,765 - $387,492
7,350 New
7,350 $375,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Vishria Bird Financial Group, LLC Portfolio

Follow Vishria Bird Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vishria Bird Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.