ATWOOD & PALMER INC LMBS Holdings History
ATWOOD & PALMER INC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-06-30, ATWOOD & PALMER INC held 23,710.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $1.17 Mil. This investment constitutes 0.07% of their stock portfolio, and ATWOOD & PALMER INC now holds 0.02% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2023Q4. And since then ATWOOD & PALMER INC has made 6 purchases of LMBS, at an average price of $48.38, for a total of 310,145.00 shares. In addition, there have been 1 sales at an average price of $48.96 for 286,435.00 shares. Based on historical transaction data and LMBS's current price of $49.22, ATWOOD & PALMER INC's estimated gain on his LMBS holdings is $187,217.27, reflecting a 1.25% gain to date.
ATWOOD & PALMER INC LMBS ($49.22) Holding Chart
ATWOOD & PALMER INC LMBS ($49.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
