Occidental Asset Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Occidental Asset Management, LLC
- $717 Million
- Q2 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 45,536 shares of FSMB stock, worth $910,720. This represents 0.13% of its overall portfolio holdings.
Number of Shares
45,536
Previous 46,536
2.15%
Holding current value
$910,720
Previous $924,000
1.95%
% of portfolio
0.13%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding FSMB
# of Institutions
133Shares Held
19.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$71.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.7MShares$34 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.3 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.7 Million0.01% of portfolio
-
Rmr Wealth Builders862KShares$17.2 Million1.59% of portfolio