Altus Wealth Group LLC First Tr Et Fd Iii Short Durat Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$20.06 - $20.85 $525,391 - $546,082	-26,191 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$20.8 - $20.87 $544,772 - $546,606	26,191 New	26,191 $545,000

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.2M

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 Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.2 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.5 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14.1 Million
1.5% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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