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

Tru Wealth Advisors, LLC

  • $1.56 Billion
  • Q1 2025

A detailed history of Tru Wealth Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 591,128 shares of FSMB stock, worth $11.6 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
591,128
Previous 547,562 7.96%
Holding current value
$11.6 Million
Previous $10.9 Million 8.01%
% of portfolio
0.75%
Previous 0.68%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$19.8 - $19.97 $862,606 - $870,013
43,566 Added 7.96%
591,128 $11.7 Million
Q4 2024

Jan 15, 2025
BUY
$19.8 - $20.06 $73,834 - $74,803
3,729 Added 0.69%
547,562 $10.9 Million
Q3 2024

Oct 16, 2024
BUY
$19.74 - $20.07 $191,872 - $195,080
9,720 Added 1.82%
543,833 $10.9 Million
Q2 2024

Jul 16, 2024
SELL
$19.67 - $19.84 $291,607 - $294,128
-14,825 Reduced 2.7%
534,113 $10.6 Million
Q1 2024

Apr 15, 2024
BUY
$19.82 - $19.96 $527,132 - $530,856
26,596 Added 5.09%
548,938 $10.9 Million
Q4 2023

Jan 10, 2024
BUY
$19.31 - $19.97 $378,669 - $391,611
19,610 Added 3.9%
522,342 $10.4 Million
Q3 2023

Oct 10, 2023
BUY
$19.39 - $19.82 $361,487 - $369,504
18,643 Added 3.85%
502,732 $9.75 Million
Q2 2023

Aug 04, 2023
BUY
$19.61 - $19.97 $771,202 - $785,360
39,327 Added 8.84%
484,089 $9.56 Million
Q1 2023

Apr 25, 2023
BUY
$19.64 - $20.02 $776,860 - $791,891
39,555 Added 9.76%
444,762 $8.84 Million
Q4 2022

Jan 27, 2023
BUY
$19.42 - $19.84 $1.82 Million - $1.86 Million
93,807 Added 30.12%
405,207 $0
Q3 2022

Oct 24, 2022
BUY
$19.48 - $20.09 $6.07 Million - $6.26 Million
311,400 New
311,400 $6.07 Million

Others Institutions Holding FSMB

# of Institutions
137
Shares Held
19.2M
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
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