Modern Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Modern Wealth Management, LLC holds 53,444 shares of FSMB stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
53,444
Previous 53,989 1.01%
Holding current value
$1.07 Million
Previous $1.07 Billion 1.11%
% of portfolio
0.08%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$19.67 - $19.84 $10,720 - $10,812
-545 Reduced 1.01%
53,444 $1.06 Billion
Q1 2024

May 13, 2024
SELL
$19.82 - $19.96 $304,415 - $306,565
-15,359 Reduced 22.15%
53,989 $1.07 Billion
Q4 2023

Feb 14, 2024
BUY
$19.31 - $19.97 $1.34 Million - $1.38 Million
69,348 New
69,348 $1.38 Billion

Others Institutions Holding FSMB

# of Institutions
123
Shares Held
17.5M
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email