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

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FSMB

# of Institutions

130

Shares Held

18.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.38M
Shares

$67.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.56M
Shares

$31.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.5 Million
0.01% of portfolio
Pfs Partners, LLC Mine Hill, NJ

753K
Shares

$15 Million
8.0% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

More about FSMB

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