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

Simplicity Wealth,Llc

$461 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

138

Shares Held

19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.54M
Shares

$70.3 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.56M
Shares

$31 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.32M
Shares

$26.2 Million
0.01% of portfolio
Pfs Partners, LLC Mine Hill, NJ

753K
Shares

$14.9 Million
8.0% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
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