STONEHAVEN WEALTH & TAX SOLUTIONS, LLC LMBS Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 66,207.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $3.25 Mil. This investment constitutes 3.44% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.07% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of LMBS, at an average price of $48.85, for a total of 66,207.00 shares. Based on historical transaction data and LMBS's current price of $49.10, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his LMBS holdings is $16,695.56, reflecting a 0.52% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC LMBS ($49.10) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC LMBS ($49.10) 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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