Northwest Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding FSMB
# of Institutions
121Shares Held
17.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$93.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC1.24MShares$24.6 Million0.01% of portfolio
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High Tower Advisors, LLC Chicago, IL709KShares$14.1 Million0.02% of portfolio
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Rmr Wealth Builders706KShares$14.1 Million1.5% of portfolio