Darwin Wealth Management, LLC LMBS Holdings History
Darwin Wealth Management, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 216,611.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $10.70 Mil. This investment constitutes 2.94% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.23% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2020Q1. And since then Darwin Wealth Management, LLC has made 9 purchases of LMBS, at an average price of $50.46, for a total of 420,681.00 shares. In addition, there have been 10 sales at an average price of $49.09 for 204,070.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Darwin Wealth Management, LLC's estimated gain on his LMBS holdings is $-538,263.35, reflecting a -2.54% gain to date.
Darwin Wealth Management, LLC LMBS ($49.26) Holding Chart
Darwin Wealth 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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