Avaii Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Avaii Wealth Management, LLC
- $229 Million
- Q3 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 49,573 shares of FSMB stock, worth $995,921. This represents 0.44% of its overall portfolio holdings.
Number of Shares
49,573
Previous 50,772
2.36%
Holding current value
$995,921
Previous $1.01 Million
1.49%
% of portfolio
0.44%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding FSMB
# of Institutions
139Shares Held
21.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$88.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.44MShares$28.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.19MShares$23.9 Million0.04% of portfolio
-
Rmr Wealth Builders944KShares$19 Million1.61% of portfolio