Number of Shares
17,445.00
Current Holdings Value*
$859,360.00
% of Portfolio
0.17%
Total Estimate Gain
$5,146.28
% of Total Estimate Gain
0.60%

MARINO, STRAM & ASSOCIATES LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 17,445.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $859,360.00. This investment constitutes 0.17% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.02% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2025Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 1 purchases of LMBS, at an average price of $48.96, for a total of 17,445.00 shares. Based on historical transaction data and LMBS's current price of $49.26, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his LMBS holdings is $5,146.28, reflecting a 0.60% gain to date.

MARINO, STRAM & ASSOCIATES LLC LMBS ($49.26) Holding Chart

MARINO, STRAM & ASSOCIATES 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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