Householder Group Estate & Retirement Specialist, LLC First Tr Et Fd Iii Short Durat Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$19.67 - $19.84 $19,670 - $19,840	-1,000 Reduced 22.21%	3,502 $69,000
Q1 2024 May 03, 2024	BUY	$19.82 - $19.96 $11,872 - $11,956	599 Added 15.35%	4,502 $89,000
Q3 2023 Oct 10, 2023	BUY	$19.39 - $19.82 $11,634 - $11,892	600 Added 18.17%	3,903 $75,000
Q1 2023 Apr 13, 2023	BUY	$19.64 - $20.02 $64,870 - $66,126	3,303 New	3,303 $66,000

Others Institutions Holding FSMB

# of Institutions

136

Shares Held

19.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.54M
Shares

$69.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.56M
Shares

$30.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$26.8 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.32M
Shares

$25.8 Million
0.01% of portfolio
Rmr Wealth Builders

813K
Shares

$15.9 Million
1.72% of portfolio

View Full List

About FIRST TR ET FD III SHORT DURAT

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