Avaii Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 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 41,735 shares of FSMB stock, worth $822,596. This represents 0.48% of its overall portfolio holdings.
Number of Shares
41,735
Previous 36,100
15.61%
Holding current value
$822,596
Previous $716,000
15.64%
% of portfolio
0.48%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding FSMB
# of Institutions
136Shares Held
19.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.54MShares$69.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.56MShares$30.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$26.9 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26 Million0.01% of portfolio
-
Rmr Wealth Builders813KShares$16 Million1.72% of portfolio