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

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025

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 17,626 shares of FSMB stock, worth $349,347. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,626
Previous 13,865 27.13%
Holding current value
$349,347
Previous $275,000 27.27%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$19.8 - $19.97 $74,467 - $75,107
3,761 Added 27.13%
17,626 $350,000
Q4 2024

Feb 07, 2025
SELL
$19.8 - $20.06 $27,225 - $27,582
-1,375 Reduced 9.02%
13,865 $275,000
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
139
Shares Held
20M
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
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