Modern Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Modern Wealth Management, LLC holds 53,444 shares of FSMB stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
53,444
Previous 53,989
1.01%
Holding current value
$1.07 Million
Previous $1.07 Billion
1.11%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
123Shares Held
17.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$94.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.4 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.2 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.9 Million1.46% of portfolio