A detailed history of Journey Strategic Wealth LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 12,445 shares of FSMB stock, worth $250,268. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,445
Previous 15,546 19.95%
Holding current value
$250,268
Previous $308,000 19.81%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$19.58 - $19.93 $60,717 - $61,802
-3,101 Reduced 19.95%
12,445 $247,000
Q1 2025

May 06, 2025

SELL
$19.8 - $19.97 $19,800 - $19,970
-1,000 Reduced 6.04%
15,546 $308,000
Q4 2024

Jan 24, 2025

SELL
$19.8 - $20.06 $2,257 - $2,286
-114 Reduced 0.68%
16,546 $328,000
Q3 2024

Nov 12, 2024

BUY
$19.74 - $20.07 $7,303 - $7,425
370 Added 2.27%
16,660 $333,000
Q2 2024

Aug 14, 2024

BUY
$19.67 - $19.84 $320,424 - $323,193
16,290 New
16,290 $322,000

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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