Petix & Botte Co LMBS Holdings History
Petix & Botte Co's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Petix & Botte Co held 295,219.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $14.51 Mil. This investment constitutes 3.82% of their stock portfolio, and Petix & Botte Co now holds 0.29% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 13 purchases of LMBS, at an average price of $49.25, for a total of 1.10 Mil shares. In addition, there have been 7 sales at an average price of $48.94 for 800,818.00 shares. Based on historical transaction data and LMBS's current price of $49.16, Petix & Botte Co's estimated gain on his LMBS holdings is $-278,275.81, reflecting a -0.52% gain to date.
Petix & Botte Co LMBS ($49.16) Holding Chart
Petix & Botte Co 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 % | |||
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