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

Castle Wealth Management LLC

  • $183 Million
  • Q4 2024

A detailed history of Castle Wealth Management LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Castle Wealth Management LLC holds 11,748 shares of FSMB stock, worth $234,255. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,748
Holding current value
$234,255
% of portfolio
0.13%

Shares

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

Jan 29, 2025
BUY
$19.8 - $20.06 $232,610 - $235,664
11,748 New
11,748 $233,000
Q1 2024

Apr 29, 2024
SELL
$19.82 - $19.96 $11,178 - $11,257
-564 Reduced 3.81%
14,224 $282,000
Q4 2023

Jan 31, 2024
BUY
$19.31 - $19.97 $285,556 - $295,316
14,788 New
14,788 $295,000

Others Institutions Holding FSMB

# of Institutions
134
Shares Held
18.6M
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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