Summit Wealth Partners, LLC First Tr Et Fd Iii Short Durat Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,331 shares of FSMB stock, worth $344,713. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,331
Previous 17,331
-0.0%
Holding current value
$344,713
Previous $343 Million
1.21%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
121Shares Held
17.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$93.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.6 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.1 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio