Fairvoy Private Wealth, LLC LMBS Holdings History
Fairvoy Private Wealth, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Fairvoy Private Wealth, LLC held 306,728.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $15.08 Mil. This investment constitutes 4.14% of their stock portfolio, and Fairvoy Private Wealth, LLC now holds 0.31% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2024Q4. And since then Fairvoy Private Wealth, LLC has made 1 purchases of LMBS, at an average price of $48.84, for a total of 306,728.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Fairvoy Private Wealth, LLC's estimated gain on his LMBS holdings is $125,997.24, reflecting a 0.84% gain to date.
Fairvoy Private Wealth, LLC LMBS ($49.26) Holding Chart
Fairvoy Private 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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