Occidental Asset Management, LLC First Tr Et Fd Iii Short Durat Transaction History
Occidental Asset Management, LLC
- $565 Million
- Q2 2024
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 38,036 shares of FSMB stock, worth $761,100. This represents 0.13% of its overall portfolio holdings.
Number of Shares
38,036
Previous 40,218
5.43%
Holding current value
$761,100
Previous $797,000
5.77%
% of portfolio
0.13%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding FSMB
# of Institutions
122Shares Held
17.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$94 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.4 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.2 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.9 Million1.46% of portfolio