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

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Naviter Wealth, LLC holds 15,240 shares of FSMB stock, worth $302,514. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,240
Previous 54,778 72.18%
Holding current value
$302,514
Previous $1.08 Million 71.9%
% of portfolio
0.04%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$19.74 - $20.07 $780,480 - $793,527
-39,538 Reduced 72.18%
15,240 $304,000
Q2 2024

Aug 01, 2024
BUY
$19.67 - $19.84 $120,832 - $121,877
6,143 Added 12.63%
54,778 $1.08 Million
Q1 2024

Apr 18, 2024
BUY
$19.82 - $19.96 $963,945 - $970,754
48,635 New
48,635 $964,000
Q3 2023

Nov 14, 2023
SELL
$19.39 - $19.82 $14,503 - $14,825
-748 Reduced 2.41%
30,279 $587,000
Q2 2023

Jul 20, 2023
BUY
$19.61 - $19.97 $608,439 - $619,609
31,027 New
31,027 $612,000

Others Institutions Holding FSMB

# of Institutions
125
Shares Held
16.3M
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 Naviter Wealth, LLC Portfolio

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

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email