MRA Advisory Group LMBS Holdings History

Number of Shares
199,464.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
4.6%
Total Estimate Gain
$-11,624.07
% of Total Estimate Gain
-0.05%

MRA Advisory Group's First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-06-30, MRA Advisory Group held 199,464.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $9.83 Mil. This investment constitutes 4.6% of their stock portfolio, and MRA Advisory Group now holds 0.19% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2020Q4. And since then MRA Advisory Group has made 10 purchases of LMBS, at an average price of $49.10, for a total of 440,459.00 shares. In addition, there have been 8 sales at an average price of $49.00 for 240,995.00 shares. Based on historical transaction data and LMBS's current price of $49.16, MRA Advisory Group's estimated gain on his LMBS holdings is $-11,624.07, reflecting a -0.05% gain to date.

MRA Advisory Group LMBS ($49.16) Holding Chart

MRA Advisory Group LMBS ($49.16) 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