Silver Oak Securities, Inc First Tr Et Fd Iii Short Durat Transaction History

Silver Oak Securities, Inc

$633 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$19.31 - $19.97 $375,676 - $388,516	19,455 New	19,455 $388,000
Q1 2023 May 05, 2023	BUY	$19.64 - $20.02 $244,125 - $248,848	12,430 New	12,430 $247,000

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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