Rooted Wealth Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 14,655 shares of FSMB stock, worth $289,729. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,655
Previous 14,688 0.22%
Holding current value
$289,729
Previous $292,000 0.68%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 08, 2025
SELL
$19.8 - $19.97 $653 - $659
-33 Reduced 0.22%
14,655 $290,000
Q4 2024

Jan 30, 2025
SELL
$19.8 - $20.06 $415 - $421
-21 Reduced 0.14%
14,688 $292,000
Q3 2024

Nov 12, 2024
BUY
$19.74 - $20.07 $59,141 - $60,129
2,996 Added 25.58%
14,709 $294,000
Q2 2024

Jul 25, 2024
BUY
$19.67 - $19.84 $32,199 - $32,478
1,637 Added 16.25%
11,713 $233,000
Q1 2024

Apr 17, 2024
BUY
$19.82 - $19.96 $1,308 - $1,317
66 Added 0.66%
10,076 $200,000
Q4 2023

Feb 07, 2024
BUY
$19.31 - $19.97 $193,293 - $199,899
10,010 New
10,010 $199,000

Others Institutions Holding FSMB

# of Institutions
139
Shares Held
20M
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 Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email