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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ET FD III SHORT DURAT


  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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