Occidental Asset Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Occidental Asset Management, LLC
- $818 Million
- Q4 2025
A detailed history of Occidental Asset Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Occidental Asset Management, LLC holds 46,036 shares of FSMB stock, worth $924,863. This represents 0.11% of its overall portfolio holdings.
Number of Shares
46,036
Previous 45,536
1.1%
Holding current value
$924,863
Previous $914,000
1.09%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding FSMB
# of Institutions
140Shares 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
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.19MShares$23.9 Million0.04% of portfolio
-
Rmr Wealth Builders944KShares$19 Million1.61% of portfolio