Summit Wealth Partners, LLC First Tr Et Fd Iii Short Durat Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,827 shares of FSMB stock, worth $453,344. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,827
Previous 17,331 31.71%
Holding current value
$453,344
Previous $347 Million 30.59%
% of portfolio
0.09%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$19.8 - $20.06 $108,820 - $110,249
5,496 Added 31.71%
22,827 $453 Million
Q2 2024

Sep 11, 2024
BUY
$19.67 - $19.84 $28,796 - $29,045
1,464 Added 9.23%
17,331 $343 Million
Q4 2023

Sep 11, 2024
BUY
$19.31 - $19.97 $11,586 - $11,982
600 Added 3.93%
15,867 $317 Million
Q3 2023

Sep 11, 2024
BUY
$19.39 - $19.82 $296,027 - $302,591
15,267 New
15,267 $296 Million

Others Institutions Holding FSMB

# of Institutions
125
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ET FD III SHORT DURAT

FSMB Quotes by TradingView
  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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