HARVEST GROUP WEALTH MANAGEMENT, LLC LMBS Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 158,767.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $7.60 Mil. This investment constitutes 4.72% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.17% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2019Q4. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 9 purchases of LMBS, at an average price of $51.45, for a total of 407,804.00 shares. In addition, there have been 5 sales at an average price of $50.01 for 249,037.00 shares. Based on historical transaction data and LMBS's current price of $49.19, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his LMBS holdings is $-718,342.73, reflecting a -3.42% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC LMBS ($49.19) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC LMBS ($49.19) 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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