Shore Haven Wealth Partners, LLC First Tr Et Fd Iii Short Durat Transaction History

Shore Haven Wealth Partners, LLC

$187 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	N/A	-346 Reduced 1.23%	27,722 $540,000
Q2 2022 Aug 01, 2022	BUY	N/A	28,068 New	28,068 $557,000

Others Institutions Holding FSMB

# of Institutions

121

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.12M
Shares

$81.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.32M
Shares

$26.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.17M
Shares

$23.2 Million
0.03% of portfolio
High Tower Advisors, LLC Chicago, IL

693K
Shares

$13.8 Million
0.02% of portfolio
Rmr Wealth Builders

642K
Shares

$12.8 Million
1.46% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
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