Principle Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,979 shares of FSMB stock, worth $358,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,979

Previous 18,167 1.03%

Holding current value

$358,681

Previous $363,000 1.93%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$19.8 - $20.06 $3,722 - $3,771	-188 Reduced 1.03%	17,979 $356,000
Q3 2024 Nov 13, 2024	BUY	$19.74 - $20.07 $552 - $561	28 Added 0.15%	18,167 $363,000
Q2 2024 Aug 13, 2024	SELL	$19.67 - $19.84 $218,455 - $220,343	-11,106 Reduced 37.98%	18,139 $358,000
Q1 2024 Apr 23, 2024	SELL	$19.82 - $19.96 $175,288 - $176,526	-8,844 Reduced 23.22%	29,245 $579,000
Q4 2023 Feb 05, 2024	SELL	$19.31 - $19.97 $1.15 Million - $1.19 Million	-59,453 Reduced 60.95%	38,089 $759,000
Q3 2023 Nov 01, 2023	SELL	$19.39 - $19.82 $84,676 - $86,553	-4,367 Reduced 4.29%	97,542 $1.89 Million
Q2 2023 Jul 31, 2023	SELL	$19.61 - $19.97 $22,904 - $23,324	-1,168 Reduced 1.13%	101,909 $2.01 Million
Q1 2023 May 10, 2023	BUY	$19.64 - $20.02 $69,800 - $71,151	3,554 Added 3.57%	103,077 $2.05 Million
Q4 2022 Feb 02, 2023	SELL	$19.42 - $19.84 $1.04 Million - $1.06 Million	-53,376 Reduced 34.91%	99,523 $1.96 Million
Q3 2022 Nov 14, 2022	SELL	$19.48 - $20.09 $952,786 - $982,621	-48,911 Reduced 24.24%	152,899 $2.98 Million
Q2 2022 Aug 02, 2022	SELL	$19.73 - $20.09 $1.24 Million - $1.26 Million	-62,837 Reduced 23.74%	201,810 $4.01 Million
Q1 2022 May 12, 2022	SELL	$20.06 - $20.85 $444,188 - $461,681	-22,143 Reduced 7.72%	264,647 $5.32 Million
Q4 2021 Feb 11, 2022	BUY	$20.8 - $20.87 $414,169 - $415,563	19,912 Added 7.46%	286,790 $5.97 Million
Q3 2021 Nov 16, 2021	BUY	$20.86 - $20.99 $972,493 - $978,553	46,620 Added 21.17%	266,878 $5.57 Million
Q2 2021 Aug 13, 2021	BUY	$20.82 - $20.95 $1.12 Million - $1.13 Million	53,777 Added 32.3%	220,258 $4.61 Million
Q1 2021 May 18, 2021	BUY	$20.72 - $20.94 $1.16 Million - $1.18 Million	56,157 Added 50.9%	166,481 $3.47 Million
Q4 2020 Feb 16, 2021	BUY	$20.56 - $20.85 $928,612 - $941,711	45,166 Added 69.32%	110,324 $2.3 Million
Q3 2020 Nov 16, 2020	BUY	$20.53 - $20.74 $929,064 - $938,567	45,254 Added 227.36%	65,158 $1.35 Million
Q2 2020 Aug 14, 2020	BUY	$19.87 - $20.53 $476 - $492	24 Added 0.12%	19,904 $408,000
Q1 2020 May 13, 2020	BUY	$19.42 - $20.73 $386,069 - $412,112	19,880 New	19,880 $400,000

Others Institutions Holding FSMB

# of Institutions

131

Shares Held

18.4M

Call Options Held

Put Options Held

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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Principle Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History