Berger Financial Group, Inc LMBS Holdings History
Berger Financial Group, Inc's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 970,373.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $47.70 Mil. This investment constitutes 3.31% of their stock portfolio, and Berger Financial Group, Inc now holds 0.96% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2022Q4. And since then Berger Financial Group, Inc has made 9 purchases of LMBS, at an average price of $47.59, for a total of 975,776.00 shares. In addition, there have been 1 sales at an average price of $47.41 for 5,403.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Berger Financial Group, Inc's estimated gain on his LMBS holdings is $1.61 Mil, reflecting a 3.47% gain to date.
Berger Financial Group, Inc LMBS ($49.26) Holding Chart
Berger Financial Group, Inc 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
