Tru Wealth Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History
Tru Wealth Advisors, LLC
- $1.43 Billion
- Q1 2024
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 548,938 shares of FSMB stock, worth $10.9 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
548,938
Previous 522,342
5.09%
Holding current value
$10.9 Million
Previous $10.4 Million
4.46%
% of portfolio
0.76%
Previous 0.8%
Shares
7 transactions
Others Institutions Holding FSMB
# of Institutions
124Shares Held
16.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$81.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.21MShares$23.9 Million0.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL693KShares$13.7 Million0.02% of portfolio
-
Pfs Partners, LLC Mine Hill, NJ620KShares$12.3 Million8.16% of portfolio