Modern Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
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 22,626 shares of FSMB stock, worth $454,556. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,626
Previous 26,572
14.85%
Holding current value
$454,556
Previous $529,000
85784.5%
% of portfolio
0.01%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding FSMB
# of Institutions
139Shares Held
21.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$88.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.44MShares$28.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.19MShares$23.9 Million0.04% of portfolio
-
Rmr Wealth Builders944KShares$19 Million1.61% of portfolio