PFS Partners, LLC LMBS Holdings History
PFS Partners, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-06-30, PFS Partners, LLC held 211,028.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $10.40 Mil. This investment constitutes 5.24% of their stock portfolio, and PFS Partners, LLC now holds 0.2% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2021Q4. And since then PFS Partners, LLC has made 8 purchases of LMBS, at an average price of $49.87, for a total of 288,541.00 shares. In addition, there have been 6 sales at an average price of $48.51 for 77,513.00 shares. Based on historical transaction data and LMBS's current price of $49.15, PFS Partners, LLC's estimated gain on his LMBS holdings is $-258,089.91, reflecting a -1.79% gain to date.
PFS Partners, LLC LMBS ($49.15) Holding Chart
PFS Partners, LLC LMBS ($49.15) 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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