Wealthcare Advisory Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 42,369 shares of LMBS stock, worth $2.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

42,369

Previous 41,625 1.79%

Holding current value

$2.06 Million

Previous $2 Million 4.65%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$47.95 - $49.61 $35,674 - $36,909	744 Added 1.79%	42,369 $2.09 Million
Q2 2024 Aug 09, 2024	BUY	$47.58 - $48.41 $104,438 - $106,259	2,195 Added 5.57%	41,625 $2 Million
Q1 2024 Apr 15, 2024	SELL	$47.95 - $48.49 $30,400 - $30,742	-634 Reduced 1.58%	39,430 $1.9 Million
Q4 2023 Feb 06, 2024	SELL	$46.58 - $48.36 $206,256 - $214,138	-4,428 Reduced 9.95%	40,064 $1.94 Million
Q3 2023 Oct 12, 2023	BUY	$47.15 - $47.94 $1,555 - $1,582	33 Added 0.07%	44,492 $2.1 Million
Q2 2023 Jul 17, 2023	SELL	$47.5 - $48.33 $36,812 - $37,455	-775 Reduced 1.71%	44,459 $2.12 Million
Q1 2023 May 04, 2023	SELL	$47.34 - $48.21 $159,961 - $162,901	-3,379 Reduced 6.95%	45,234 $2.17 Million
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $1.28 Million - $1.31 Million	27,410 Added 129.27%	48,613 $2.3 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $406,783 - $417,350	8,591 Added 68.12%	21,203 $1 Million
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $57,767 - $58,947	-1,204 Reduced 8.71%	12,612 $609,000
Q1 2022 Apr 15, 2022	SELL	$48.85 - $50.03 $107,323 - $109,915	-2,197 Reduced 13.72%	13,816 $676,000
Q4 2021 Feb 11, 2022	SELL	$49.97 - $50.67 $12,042 - $12,211	-241 Reduced 1.48%	16,013 $800,000
Q3 2021 Nov 15, 2021	SELL	$50.52 - $50.94 $136,656 - $137,792	-2,705 Reduced 14.27%	16,254 $822,000
Q2 2021 Aug 16, 2021	SELL	$50.83 - $51.19 $33,903 - $34,143	-667 Reduced 3.4%	18,959 $965,000
Q1 2021 Apr 30, 2021	SELL	$51.0 - $51.58 $18,564 - $18,775	-364 Reduced 1.82%	19,626 $1 Million
Q4 2020 Feb 12, 2021	BUY	$51.39 - $51.73 $405,775 - $408,460	7,896 Added 65.29%	19,990 $1.03 Million
Q3 2020 Oct 29, 2020	BUY	$51.62 - $51.89 $133,747 - $134,446	2,591 Added 27.27%	12,094 $625,000
Q2 2020 Jul 29, 2020	BUY	$51.33 - $51.83 $368,446 - $372,035	7,178 Added 308.73%	9,503 $491,000
Q1 2020 Apr 29, 2020	BUY	$49.9 - $52.72 $91,067 - $96,214	1,825 Added 365.0%	2,325 $119,000
Q4 2019 Jan 29, 2020	SELL	$51.73 - $52.15 $170,709 - $172,095	-3,300 Reduced 86.84%	500 $26,000
Q3 2019 Oct 17, 2019	SELL	$51.68 - $52.09 $35,452 - $35,733	-686 Reduced 15.29%	3,800 $198,000
Q2 2019 Jul 30, 2019	BUY	$51.22 - $51.68 $204,162 - $205,996	3,986 Added 797.2%	4,486 $232,000
Q4 2017 Feb 14, 2018	BUY	$51.63 - $52.04 $25,815 - $26,020	500	500 $26,000

Others Institutions Holding LMBS

# of Institutions

418

Shares Held

70.9M

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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Wealthcare Advisory Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History