Wmg Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,927 shares of LMBS stock, worth $290,897. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,927

Previous 6,082 2.55%

Holding current value

$290,897

Previous $300,000 4.0%

% of portfolio

0.13%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$48.48 - $49.47 $7,514 - $7,667	-155 Reduced 2.55%	5,927 $288,000
Q3 2024 Oct 31, 2024	BUY	$47.95 - $49.61 $16,350 - $16,917	341 Added 5.94%	6,082 $300,000
Q2 2024 Jul 30, 2024	BUY	$47.58 - $48.41 $273,156 - $277,921	5,741 New	5,741 $275,000
Q2 2022 Aug 08, 2022	SELL	$47.98 - $48.96 $215,814 - $220,222	-4,498 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$49.97 - $50.67 $224,765 - $227,913	4,498 New	4,498 $225,000

Others Institutions Holding LMBS

# of Institutions

446

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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Wmg Financial Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History