Clear Perspective Advisors, LLC LMBS Holdings History
Clear Perspective Advisors, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 392,649.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $19.63 Mil. This investment constitutes 5.96% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0.35% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2021Q1. And since then Clear Perspective Advisors, LLC has made 3 purchases of LMBS, at an average price of $50.92, for a total of 425,730.00 shares. In addition, there have been 1 sales at an average price of $50.05 for 33,081.00 shares. Based on historical transaction data and LMBS's current price of $49.17, Clear Perspective Advisors, LLC's estimated gain on his LMBS holdings is $-716,984.10, reflecting a -3.31% gain to date.
Clear Perspective Advisors, LLC LMBS ($49.17) Holding Chart
Clear Perspective Advisors, LLC LMBS ($49.17) 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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