BELLEVUE ASSET MANAGEMENT, LLC LMBS Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 173,647.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $8.54 Mil. This investment constitutes 4.66% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.17% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2019Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 12 purchases of LMBS, at an average price of $50.13, for a total of 461,836.00 shares. In addition, there have been 9 sales at an average price of $49.29 for 288,189.00 shares. Based on historical transaction data and LMBS's current price of $49.26, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his LMBS holdings is $-392,482.05, reflecting a -1.70% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC LMBS ($49.26) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC LMBS ($49.26) 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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