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TCWM
Total Clarity Wealth Management’s
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
Stock Holding History
Total Clarity Wealth Management’s Portfolio
LMBS Stock Details
LMBS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-27,732
Closed
-$1.31M
–
247
2022
Q3
$1.31M
Sell
27,732
-1,343
-5%
-$64.8K
0.82%
33
2022
Q2
$1.4M
Sell
29,075
-13,497
-32%
-$656K
0.73%
32
2022
Q1
$2.08M
Sell
42,572
-16
-0%
-$792
1.14%
19
2021
Q4
$2.13M
Sell
42,588
-3,503
-8%
-$176K
0.97%
22
2021
Q3
$2.33M
Buy
46,091
+2,100
+5%
+$107K
1.11%
20
2021
Q2
$2.24M
Sell
43,991
-1,282
-3%
-$65.5K
1.25%
22
2021
Q1
$2.31M
Sell
45,273
-676
-1%
-$34.7K
1.33%
17
2020
Q4
$2.37M
Buy
45,949
+2,198
+5%
+$113K
1.64%
18
2020
Q3
$2.26M
Buy
43,751
+3,909
+10%
+$202K
1.97%
13
2020
Q2
$2.06M
Buy
39,842
+891
+2%
+$46K
1.89%
13
2020
Q1
$1.99M
Buy
38,951
+5,710
+17%
+$296K
3.07%
6
2019
Q4
$1.72M
Buy
+33,241
New
+$1.73M
1.29%
18
Other funds holding LMBS
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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