Visionary Wealth Advisors First Tr Et Fd Iii Short Durat Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Visionary Wealth Advisors holds 143,757 shares of FSMB stock, worth $2.89 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
143,757
Previous 149,766
4.01%
Holding current value
$2.89 Million
Previous $2.98 Million
3.8%
% of portfolio
0.16%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding FSMB
# of Institutions
135Shares Held
20.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.15MShares$83.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.75MShares$35.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.5 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.34MShares$27 Million0.01% of portfolio
-
Rmr Wealth Builders862KShares$17.3 Million1.59% of portfolio