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

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 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 14,201 shares of FSMB stock, worth $279,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,201
Holding current value
$279,475
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
137
Shares Held
19.2M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email