Summit Wealth Partners, LLC First Tr Et Fd Iii Short Durat Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,331 shares of FSMB stock, worth $347,486. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,331
Previous 15,867
9.23%
Holding current value
$347,486
Previous $315 Million
8.87%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
123Shares Held
17.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$94.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.4 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.2 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.9 Million1.46% of portfolio