Ae Wealth Management LLC First Tr Et Fd Iii Short Durat Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	BUY	$19.64 - $20.02 $25,905 - $26,406	1,319 Added 10.25%	14,187 $282,000
Q4 2022 Jan 31, 2023	BUY	$19.42 - $19.84 $249,896 - $255,301	12,868 New	12,868 $254,000

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.38M
Shares

$67 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.4 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.4 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14 Million
1.5% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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