A detailed history of Vital Stone Financial, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Vital Stone Financial, LLC holds 29,818 shares of LMBS stock, worth $1.48 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
29,818
Previous 36,346 17.96%
Holding current value
$1.48 Million
Previous $1.75 Million 18.36%
% of portfolio
1.07%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$47.58 - $48.41 $310,602 - $316,020
-6,528 Reduced 17.96%
29,818 $1.43 Million
Q1 2024

May 06, 2024

BUY
$47.95 - $48.49 $331,286 - $335,017
6,909 Added 23.47%
36,346 $1.75 Million
Q4 2023

Feb 14, 2024

BUY
$46.58 - $48.36 $1.37 Million - $1.42 Million
29,437 New
29,437 $1.42 Million

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 Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.