Heck Capital Advisors, LLC LMBS Holdings History
Heck Capital Advisors, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Heck Capital Advisors, LLC held 435,570.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $21.41 Mil. This investment constitutes 2.41% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.43% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2021Q4. And since then Heck Capital Advisors, LLC has made 9 purchases of LMBS, at an average price of $48.96, for a total of 534,853.00 shares. In addition, there have been 2 sales at an average price of $48.11 for 99,283.00 shares. Based on historical transaction data and LMBS's current price of $49.20, Heck Capital Advisors, LLC's estimated gain on his LMBS holdings is $18,798.56, reflecting a 0.07% gain to date.
Heck Capital Advisors, LLC LMBS ($49.20) Holding Chart
Heck Capital Advisors, LLC LMBS ($49.20) 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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