WealthOne, LLC LMBS Holdings History
WealthOne, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2023-09-30, WealthOne, LLC held 191,888.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $9.06 Mil. This investment constitutes 3.66% of their stock portfolio, and WealthOne, LLC now holds 0.21% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 11 purchases of LMBS, at an average price of $51.04, for a total of 280,804.00 shares. In addition, there have been 9 sales at an average price of $48.33 for 88,916.00 shares. Based on historical transaction data and LMBS's current price of $49.26, WealthOne, LLC's estimated gain on his LMBS holdings is $-582,800.39, reflecting a -4.07% gain to date.
WealthOne, LLC LMBS ($49.26) Holding Chart
WealthOne, LLC LMBS ($49.26) 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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