Mount Yale Investment Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 71,546 shares of FSMB stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
71,546Holding current value
$1.44 Million% of portfolio
0.1%Shares
1 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
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
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Ci Private Wealth, LLC Miami, FL1.19MShares$23.9 Million0.04% of portfolio
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Rmr Wealth Builders944KShares$19 Million1.61% of portfolio