Prism Advisors, Inc. LMBS Holdings History
Prism Advisors, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 263,224.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $12.97 Mil. This investment constitutes 3.69% of their stock portfolio, and Prism Advisors, Inc. now holds 0.25% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2018Q2. And since then Prism Advisors, Inc. has made 18 purchases of LMBS, at an average price of $50.54, for a total of 491,696.00 shares. In addition, there have been 11 sales at an average price of $50.00 for 228,472.00 shares. Based on historical transaction data and LMBS's current price of $49.15, Prism Advisors, Inc.'s estimated gain on his LMBS holdings is $-489,569.98, reflecting a -1.97% gain to date.
Prism Advisors, Inc. LMBS ($49.15) Holding Chart
Prism Advisors, Inc. 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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