Atlas Private Wealth Management, LLC LMBS Holdings History
Atlas Private Wealth Management, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 159,628.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $7.70 Mil. This investment constitutes 3.24% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 11 purchases of LMBS, at an average price of $51.30, for a total of 191,374.00 shares. In addition, there have been 6 sales at an average price of $50.75 for 31,746.00 shares. Based on historical transaction data and LMBS's current price of $49.16, Atlas Private Wealth Management, LLC's estimated gain on his LMBS holdings is $-360,005.12, reflecting a -3.67% gain to date.
Atlas Private Wealth Management, LLC LMBS ($49.16) Holding Chart
Atlas Private Wealth Management, LLC LMBS ($49.16) 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 % | |||
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