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

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025

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 50,772 shares of FSMB stock, worth $1.02 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
50,772
Previous 41,735 21.65%
Holding current value
$1.02 Million
Previous $828,000 21.98%
% of portfolio
0.52%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$19.58 - $19.93 $176,944 - $180,107
9,037 Added 21.65%
50,772 $1.01 Million
Q1 2025

Apr 16, 2025
BUY
$19.8 - $19.97 $111,573 - $112,530
5,635 Added 15.61%
41,735 $828,000
Q4 2024

Jan 21, 2025
BUY
$19.8 - $20.06 $316,107 - $320,257
15,965 Added 79.29%
36,100 $716,000
Q3 2024

Oct 16, 2024
BUY
$19.74 - $20.07 $153,577 - $156,144
7,780 Added 62.97%
20,135 $402,000
Q2 2024

Jul 31, 2024
BUY
$19.67 - $19.84 $243,022 - $245,123
12,355 New
12,355 $244,000

Others Institutions Holding FSMB

# of Institutions
137
Shares Held
20.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ET FD III SHORT DURAT

FSMB Quotes by TradingView
  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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