Weitzel Financial Services, Inc. LMBS Holdings History
Weitzel Financial Services, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 252,769.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $12.30 Mil. This investment constitutes 5.87% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.25% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 8 purchases of LMBS, at an average price of $50.82, for a total of 11.45 Mil shares. In addition, there have been 8 sales at an average price of $50.58 for 11.19 Mil shares. Based on historical transaction data and LMBS's current price of $49.14, Weitzel Financial Services, Inc.'s estimated gain on his LMBS holdings is $-3.06 Mil, reflecting a -0.53% gain to date.
Weitzel Financial Services, Inc. LMBS ($49.14) Holding Chart
Weitzel Financial Services, Inc. LMBS ($49.14) 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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