Genesis Private Wealth, LLC First Tr Et Fd Iii Short Durat Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 56,241 shares of FSMB stock, worth $1.11 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
56,241
Previous 53,424
5.27%
Holding current value
$1.11 Million
Previous $1.06 Billion
5.43%
% of portfolio
0.59%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
139Shares Held
19.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.54MShares$69.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.56MShares$30.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26 Million0.01% of portfolio
-
Rmr Wealth Builders813KShares$16.1 Million1.72% of portfolio