Foster Victor Wealth Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 26,077 shares of FSMB stock, worth $517,628. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,077
Previous 26,024 0.2%
Holding current value
$517,628
Previous $514,000 1.36%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$19.74 - $20.07 $1,046 - $1,063
53 Added 0.2%
26,077 $521,000
Q2 2024

Jul 18, 2024
SELL
$19.67 - $19.84 $373 - $376
-19 Reduced 0.07%
26,024 $514,000
Q1 2024

Apr 26, 2024
BUY
$19.82 - $19.96 $516,172 - $519,818
26,043 New
26,043 $516,000
Q1 2023

Apr 20, 2023
SELL
$19.64 - $20.02 $3,731 - $3,803
-190 Reduced 1.57%
11,950 $237,000
Q4 2022

Jan 27, 2023
BUY
$19.42 - $19.84 $235,758 - $240,857
12,140 New
12,140 $0

Others Institutions Holding FSMB

# of Institutions
125
Shares Held
16.3M
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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email