Wealth Shield Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 505 shares of LMBS stock, worth $24,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

505

Previous 505 -0.0%

Holding current value

$24,623

Previous $24,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$47.95 - $48.49 $4,890 - $4,945	-102 Reduced 16.8%	505 $24,000
Q4 2023 Jan 23, 2024	SELL	$46.58 - $48.36 $10,154 - $10,542	-218 Reduced 26.42%	607 $29,000
Q3 2023 Oct 25, 2023	SELL	$47.15 - $47.94 $23,433 - $23,826	-497 Reduced 37.59%	825 $38,000
Q2 2023 Aug 03, 2023	SELL	$47.5 - $48.33 $4,607 - $4,688	-97 Reduced 6.84%	1,322 $63,000
Q1 2023 May 08, 2023	BUY	$47.34 - $48.21 $67,175 - $68,409	1,419 New	1,419 $67,000
Q3 2022 Nov 04, 2022	SELL	$47.35 - $48.58 $18,940 - $19,432	-400 Reduced 7.12%	5,216 $247,000
Q2 2022 Aug 11, 2022	SELL	$47.98 - $48.96 $97,879 - $99,878	-2,040 Reduced 26.65%	5,616 $271,000
Q1 2022 May 09, 2022	SELL	$48.85 - $50.03 $149,481 - $153,091	-3,060 Reduced 28.56%	7,656 $375,000
Q4 2021 Feb 10, 2022	SELL	$49.97 - $50.67 $3,897 - $3,952	-78 Reduced 0.72%	10,716 $536,000
Q3 2021 Nov 12, 2021	SELL	$50.52 - $50.94 $6,517 - $6,571	-129 Reduced 1.18%	10,794 $546,000
Q2 2021 Aug 06, 2021	BUY	$50.83 - $51.19 $121,382 - $122,241	2,388 Added 27.98%	10,923 $556,000
Q1 2021 May 17, 2021	BUY	$51.0 - $51.58 $29,784 - $30,122	584 Added 7.34%	8,535 $436,000
Q4 2020 Feb 16, 2021	BUY	$51.39 - $51.73 $75,903 - $76,405	1,477 Added 22.81%	7,951 $409,000
Q3 2020 Oct 30, 2020	BUY	$51.62 - $51.89 $230,173 - $231,377	4,459 Added 221.29%	6,474 $335,000
Q2 2020 Aug 13, 2020	BUY	$51.33 - $51.83 $102 - $103	2 Added 0.1%	2,015 $104,000
Q1 2020 May 12, 2020	SELL	$49.9 - $52.72 $10,429 - $11,018	-209 Reduced 9.41%	2,013 $103,000
Q4 2019 Feb 13, 2020	BUY	$51.73 - $52.15 $15,932 - $16,062	308 Added 16.09%	2,222 $115,000
Q3 2019 Nov 13, 2019	BUY	$51.68 - $52.09 $46,253 - $46,620	895 Added 87.83%	1,914 $100,000
Q2 2019 Aug 12, 2019	SELL	$51.22 - $51.68 $59,261 - $59,793	-1,157 Reduced 53.17%	1,019 $53,000
Q1 2019 May 14, 2019	BUY	$51.01 - $51.34 $78,096 - $78,601	1,531 Added 237.36%	2,176 $112,000
Q4 2018 Feb 14, 2019	SELL	$50.81 - $51.07 $3,455 - $3,472	-68 Reduced 9.54%	645 $33,000
Q3 2018 Nov 05, 2018	SELL	$50.94 - $51.29 $6,112 - $6,154	-120 Reduced 14.41%	713 $36,000
Q1 2018 May 11, 2018	BUY	$51.29 - $51.74 $42,724 - $43,099	833 New	833 $43,000

Others Institutions Holding LMBS

# of Institutions

427

Shares Held

74.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History