Wealth Management Associates, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History

Wealth Management Associates, Inc.

$282 Billion
Q3 2025

A detailed history of Wealth Management Associates, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,686 shares of LMBS stock, worth $334,032. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,686

Previous 6,677 0.13%

Holding current value

$334,032

Previous $329 Million 1.21%

% of portfolio

0.12%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$49.05 - $49.99 $441 - $449	9 Added 0.13%	6,686 $333 Million
Q2 2025 Aug 04, 2025	BUY	$48.5 - $49.35 $436 - $444	9 Added 0.13%	6,677 $329 Million
Q1 2025 May 28, 2025	BUY	$48.31 - $49.23 $434 - $443	9 Added 0.14%	6,668 $328 Million
Q4 2024 May 28, 2025	BUY	$48.48 - $49.47 $436 - $445	9 Added 0.14%	6,659 $324 Million
Q3 2024 May 28, 2025	BUY	$47.95 - $49.61 $24,502 - $25,350	511 Added 8.32%	6,650 $329 Million

Q1 2024 May 28, 2025	BUY	$47.95 - $48.49 $767 - $775	16 Added 0.26%	6,139 $295 Million
Q4 2023 May 28, 2025	BUY	$46.58 - $48.36 $465 - $483	10 Added 0.16%	6,123 $296 Million
Q3 2023 May 28, 2025	BUY	$47.15 - $47.94 $424 - $431	9 Added 0.15%	6,113 $289 Million
Q2 2023 May 28, 2025	BUY	$47.5 - $48.33 $332 - $338	7 Added 0.11%	6,104 $291 Million
Q1 2023 May 28, 2025	BUY	$47.34 - $48.21 $284 - $289	6 Added 0.1%	6,097 $292 Million
Q4 2022 May 28, 2025	SELL	$46.64 - $47.85 $27,704 - $28,422	-594 Reduced 8.89%	6,091 $289 Million
Q3 2022 May 28, 2025	BUY	$47.35 - $48.58 $189 - $194	4 Added 0.06%	6,685 $317 Million
Q2 2022 May 28, 2025	SELL	$47.98 - $48.96 $16,601 - $16,940	-346 Reduced 4.92%	6,681 $323 Million
Q1 2022 May 28, 2025	BUY	$48.85 - $50.03 $146 - $150	3 Added 0.04%	7,027 $344 Million
Q4 2021 May 28, 2025	BUY	$49.97 - $50.67 $6,196 - $6,283	124 Added 1.8%	7,024 $351 Million
Q3 2021 May 28, 2025	BUY	$50.52 - $50.94 $202 - $203	4 Added 0.06%	6,900 $349 Million
Q2 2021 May 28, 2025	BUY	$50.83 - $51.19 $203 - $204	4 Added 0.06%	6,896 $351 Million
Q1 2021 May 28, 2025	BUY	$51.0 - $51.58 $10,404 - $10,522	204 Added 3.05%	6,892 $352 Million
Q4 2020 May 28, 2025	BUY	$51.39 - $51.73 $205 - $206	4 Added 0.06%	6,688 $344 Million
Q3 2020 May 28, 2025	BUY	$51.62 - $51.89 $345,028 - $346,832	6,684 New	6,684 $345 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.8M

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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Wealth Management Associates, Inc. First Tr ETF Fd Iv First Tr Lo Transaction History