Vishria Bird Financial Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Vishria Bird Financial Group, LLC

$285 Million
Q4 2024

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 $805,027. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,379

Previous 16,379 -0.0%

Holding current value

$805,027

Previous $809,000 1.48%

% of portfolio

0.28%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

447

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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Industry ETFs

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Vishria Bird Financial Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History