Entruity Wealth, LLC LMBS Holdings History
Entruity Wealth, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Entruity Wealth, LLC held 124,118.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $6.10 Mil. This investment constitutes 5.75% of their stock portfolio, and Entruity Wealth, LLC now holds 0.12% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2024Q4. And since then Entruity Wealth, LLC has made 1 purchases of LMBS, at an average price of $48.84, for a total of 124,118.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Entruity Wealth, LLC's estimated gain on his LMBS holdings is $51,456.59, reflecting a 0.85% gain to date.
Entruity Wealth, LLC LMBS ($49.26) Holding Chart
Entruity Wealth, 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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