Northwest Wealth Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FSMB
# of Institutions
129Shares Held
16.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67.3 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.56MShares$31.2 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.3 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC1.18MShares$23.5 Million0.01% of portfolio
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Pfs Partners, LLC Mine Hill, NJ753KShares$15 Million8.0% of portfolio