Inspirion Wealth Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 35,828 shares of FSMB stock, worth $711,544. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,828
Previous 39,630 9.59%
Holding current value
$711,544
Previous $792,000 10.35%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 14, 2025
SELL
$19.8 - $20.06 $75,279 - $76,268
-3,802 Reduced 9.59%
35,828 $710,000
Q3 2024

Oct 04, 2024
SELL
$19.74 - $20.07 $140,647 - $142,998
-7,125 Reduced 15.24%
39,630 $792,000
Q3 2023

Oct 13, 2023
SELL
$19.39 - $19.82 $193,900 - $198,200
-10,000 Reduced 17.62%
46,755 $906,000
Q1 2023

Apr 07, 2023
BUY
$19.64 - $20.02 $167,038 - $170,270
8,505 Added 17.63%
56,755 $1.13 Million
Q3 2022

Oct 18, 2022
SELL
$19.48 - $20.09 $19,480 - $20,090
-1,000 Reduced 2.03%
48,250 $941,000
Q2 2022

Jul 27, 2022
BUY
$19.73 - $20.09 $971,702 - $989,432
49,250 New
49,250 $978,000

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 Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, 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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email