Tru Wealth Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History
Tru Wealth Advisors, LLC
- $1.79 Billion
- Q4 2025
A detailed history of Tru Wealth Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 619,568 shares of FSMB stock, worth $12.4 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
619,568
Previous 641,990
3.49%
Holding current value
$12.4 Million
Previous $12.9 Million
3.87%
% of portfolio
0.7%
Previous 0.72%
Shares
14 transactions
Others Institutions Holding FSMB
# of Institutions
139Shares Held
21.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$88.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.44MShares$28.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.19MShares$23.9 Million0.04% of portfolio
-
Rmr Wealth Builders944KShares$19 Million1.61% of portfolio