A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,324 shares of LMBS stock, worth $356,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,324
Previous 20,487 64.25%
Holding current value
$356,239
Previous $984,000 63.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$47.95 - $49.61 $631,165 - $653,016
-13,163 Reduced 64.25%
7,324 $361,000
Q2 2024

Jul 16, 2024

SELL
$47.58 - $48.41 $152,493 - $155,154
-3,205 Reduced 13.53%
20,487 $984,000
Q1 2024

Apr 15, 2024

SELL
$47.95 - $48.49 $129,273 - $130,729
-2,696 Reduced 10.22%
23,692 $1.14 Million
Q4 2023

Jan 30, 2024

BUY
$46.58 - $48.36 $30,975 - $32,159
665 Added 2.59%
26,388 $1.28 Million
Q3 2023

Nov 13, 2023

BUY
$47.15 - $47.94 $1.21 Million - $1.23 Million
25,723 New
25,723 $1.22 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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.