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

Principle Wealth Partners LLC

  • $1.25 Billion
  • Q2 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 18,139 shares of FSMB stock, worth $363,868. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,139
Previous 29,245 37.98%
Holding current value
$363,868
Previous $579,000 38.17%
% of portfolio
0.03%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
123
Shares Held
17.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ET FD III SHORT DURAT

FSMB Quotes by TradingView
  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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