Raymond James Trust N.A. First Tr Et Fd Iii Short Durat Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$19.61 - $19.97 $40,906 - $41,657	2,086 Added 13.81%	17,186 $339,000
Q4 2021 Jan 31, 2022	BUY	$20.8 - $20.87 $314,080 - $315,137	15,100 New	15,100 $314,000

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.38M
Shares

$66.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.4 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.4 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14 Million
1.5% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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