Shore Haven Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 30,049 shares of FMHI stock, worth $1.46 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
30,049
Previous 23,437
28.21%
Holding current value
$1.46 Million
Previous $1.12 Million
29.54%
% of portfolio
0.82%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding FMHI
# of Institutions
135Shares Held
8.91MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.43MShares$69.2 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC745KShares$36.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY654KShares$31.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA505KShares$24.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC433KShares$21 Million0.0% of portfolio