Rooted Wealth Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 14,709 shares of FSMB stock, worth $293,003. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,709
Previous 11,713 25.58%
Holding current value
$293,003
Previous $233,000 26.18%
% of portfolio
0.13%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$19.74 - $20.07 $59,141 - $60,129
2,996 Added 25.58%
14,709 $294,000
Q2 2024

Jul 25, 2024
BUY
$19.67 - $19.84 $32,199 - $32,478
1,637 Added 16.25%
11,713 $233,000
Q1 2024

Apr 17, 2024
BUY
$19.82 - $19.96 $1,308 - $1,317
66 Added 0.66%
10,076 $200,000
Q4 2023

Feb 07, 2024
BUY
$19.31 - $19.97 $193,293 - $199,899
10,010 New
10,010 $199,000

Others Institutions Holding FSMB

# of Institutions
124
Shares Held
16.2M
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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