Endowment Wealth Management, Inc. LMBS Holdings History
Endowment Wealth Management, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 48,296.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $2.37 Mil. This investment constitutes 1.53% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.05% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 13 purchases of LMBS, at an average price of $48.39, for a total of 48,296.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Endowment Wealth Management, Inc.'s estimated gain on his LMBS holdings is $41,834.34, reflecting a 1.79% gain to date.
Endowment Wealth Management, Inc. LMBS ($49.26) Holding Chart
Endowment Wealth Management, 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 % | |||
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