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Steward Partners Investment Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Steward Partners Investment Solutions’s Portfolio LMBS Stock Details LMBS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$417K Sell
2023
Q4 		$530K Buy