Simplicity Wealth,Llc First Tr Et Fd Iii Short Durat Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Simplicity Wealth,Llc holds 28,402 shares of FSMB stock, worth $571,164. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,402
Previous 14,201 100.0%
Holding current value
$571,164
Previous $281,000 101.07%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$19.58 - $19.93 $278,055 - $283,025
14,201 Added 100.0%
28,402 $565,000
Q1 2025

Apr 14, 2025
BUY
$19.8 - $19.97 $281,179 - $283,593
14,201 New
14,201 $281,000
Q3 2024

Oct 09, 2024
SELL
$19.74 - $20.07 $81,249 - $82,608
-4,116 Reduced 22.58%
14,116 $282,000
Q1 2024

Apr 24, 2024
BUY
$19.82 - $19.96 $361,358 - $363,910
18,232 New
18,232 $361,000

Others Institutions Holding FSMB

# of Institutions
135
Shares Held
20.7M
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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