Simplicity Wealth,Llc First Tr Et Fd Iii Short Durat Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 14,116 shares of FSMB stock, worth $281,331. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,116
Previous 18,232
22.58%
Holding current value
$281,331
Previous $360,000
21.67%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
121Shares Held
17.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$93.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.7 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.1 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14.1 Million1.5% of portfolio