GENESIS PRIVATE WEALTH, LLC LMBS Holdings History
GENESIS PRIVATE WEALTH, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 117,644.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $5.80 Mil. This investment constitutes 2.73% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.11% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2025Q2. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of LMBS, at an average price of $48.96, for a total of 117,644.00 shares. Based on historical transaction data and LMBS's current price of $49.22, GENESIS PRIVATE WEALTH, LLC's estimated gain on his LMBS holdings is $29,999.22, reflecting a 0.52% gain to date.
GENESIS PRIVATE WEALTH, LLC LMBS ($49.22) Holding Chart
GENESIS PRIVATE WEALTH, LLC LMBS ($49.22) 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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