Long Run Wealth Advisors, LLC LMBS Holdings History
Long Run Wealth Advisors, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 240,039.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $11.80 Mil. This investment constitutes 2.68% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.24% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2024Q3. And since then Long Run Wealth Advisors, LLC has made 3 purchases of LMBS, at an average price of $48.94, for a total of 240,039.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Long Run Wealth Advisors, LLC's estimated gain on his LMBS holdings is $75,062.78, reflecting a 0.64% gain to date.
Long Run Wealth Advisors, LLC LMBS ($49.26) Holding Chart
Long Run Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
