Avaii Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 2024
A detailed history of Avaii Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 20,135 shares of FSMB stock, worth $399,679. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,135
Previous 12,355
62.97%
Holding current value
$399,679
Previous $244,000
64.75%
% of portfolio
0.23%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.4 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio