Goal Vest Advisory LLC First Tr Et Fd Iii Short Durat Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Goal Vest Advisory LLC holds 516 shares of FSMB stock, worth $10,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares

516

Holding current value

$10,242

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$19.74 - $20.07 $10,185 - $10,356	516 New	516 $10,000

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.38M
Shares

$67 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.4 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.4 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14 Million
1.5% of portfolio

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

More about FSMB

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Goal Vest Advisory LLC First Tr Et Fd Iii Short Durat Transaction History