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 $303,733. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,240
Previous 54,778 72.18%
Holding current value
$303,733
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

About FIRST TR ET FD III SHORT DURAT


  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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