Avaii Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 36,100 shares of FSMB stock, worth $716,946. This represents 0.39% of its overall portfolio holdings.

Number of Shares
36,100
Previous 20,135 79.29%
Holding current value
$716,946
Previous $402,000 78.11%
% of portfolio
0.39%
Previous 0.23%

Shares

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

Jan 21, 2025
BUY
$19.8 - $20.06 $316,107 - $320,257
15,965 Added 79.29%
36,100 $716,000
Q3 2024

Oct 16, 2024
BUY
$19.74 - $20.07 $153,577 - $156,144
7,780 Added 62.97%
20,135 $402,000
Q2 2024

Jul 31, 2024
BUY
$19.67 - $19.84 $243,022 - $245,123
12,355 New
12,355 $244,000

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
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email