Rooted Wealth Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 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 11,713 shares of FSMB stock, worth $232,737. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,713
Previous 10,076
16.25%
Holding current value
$232,737
Previous $200,000
16.5%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
121Shares Held
16.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$81.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL693KShares$13.8 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.8 Million1.46% of portfolio