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

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 35,495 shares of FSMB stock, worth $704,575. This represents 0.1% of its overall portfolio holdings.

Number of Shares

35,495

Previous 35,828 0.93%

Holding current value

$704,575

Previous $710,000 0.85%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$19.8 - $19.97 $6,593 - $6,650	-333 Reduced 0.93%	35,495 $704,000
Q4 2024 Jan 14, 2025	SELL	$19.8 - $20.06 $75,279 - $76,268	-3,802 Reduced 9.59%	35,828 $710,000
Q3 2024 Oct 04, 2024	SELL	$19.74 - $20.07 $140,647 - $142,998	-7,125 Reduced 15.24%	39,630 $792,000
Q3 2023 Oct 13, 2023	SELL	$19.39 - $19.82 $193,900 - $198,200	-10,000 Reduced 17.62%	46,755 $906,000
Q1 2023 Apr 07, 2023	BUY	$19.64 - $20.02 $167,038 - $170,270	8,505 Added 17.63%	56,755 $1.13 Million
Q3 2022 Oct 18, 2022	SELL	$19.48 - $20.09 $19,480 - $20,090	-1,000 Reduced 2.03%	48,250 $941,000
Q2 2022 Jul 27, 2022	BUY	$19.73 - $20.09 $971,702 - $989,432	49,250 New	49,250 $978,000

Others Institutions Holding FSMB

# of Institutions

138

Shares Held

19.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

More about FSMB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

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