Wr Wealth Planners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 75,457 shares of LMBS stock, worth $3.73 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

75,457

Previous 72,579 3.97%

Holding current value

$3.73 Million

Previous $3.5 Million 3.54%

% of portfolio

1.14%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$47.58 - $48.41 $136,935 - $139,323	2,878 Added 3.97%	75,457 $3.63 Million
Q1 2024 Jul 31, 2024	BUY	$47.95 - $48.49 $112,826 - $114,096	2,353 Added 3.35%	72,579 $3.5 Million
Q4 2023 Jul 30, 2024	BUY	$46.58 - $48.36 $3.27 Million - $3.4 Million	70,226 New	70,226 $3.39 Million
Q3 2023 Aug 01, 2024	SELL	$47.15 - $47.94 $138,008 - $140,320	-2,927 Reduced 3.97%	70,720 $3.34 Billion
Q2 2023 Aug 01, 2024	SELL	$47.5 - $48.33 $85,975 - $87,477	-1,810 Reduced 2.4%	73,647 $3.51 Billion
Q1 2023 Aug 01, 2024	SELL	$47.34 - $48.21 $181,170 - $184,499	-3,827 Reduced 5.07%	71,630 $3.43 Billion

Others Institutions Holding LMBS

# of Institutions

417

Shares Held

66.4M

Call Options Held

200

Put Options Held

2.6K

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History