Modern Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Modern Wealth Management, LLC holds 48,361 shares of FSMB stock, worth $958,515. This represents 0.06% of its overall portfolio holdings.
Number of Shares
48,361
Previous 53,444
9.51%
Holding current value
$958,515
Previous $1.06 Billion
8.41%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$66.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.4 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio