A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 34,529 shares of FSMB stock, worth $685,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,529
Previous 34,854 0.93%
Holding current value
$685,400
Previous $689,000 0.15%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$19.74 - $20.07 $6,415 - $6,522
-325 Reduced 0.93%
34,529 $690,000
Q2 2024

Jul 16, 2024

BUY
$19.67 - $19.84 $39,202 - $39,541
1,993 Added 6.06%
34,854 $689,000
Q1 2024

Apr 15, 2024

BUY
$19.82 - $19.96 $13,378 - $13,473
675 Added 2.1%
32,861 $651,000
Q4 2023

Jan 30, 2024

BUY
$19.31 - $19.97 $18,634 - $19,271
965 Added 3.09%
32,186 $642,000
Q3 2023

Nov 13, 2023

BUY
$19.39 - $19.82 $605,375 - $618,800
31,221 New
31,221 $605,000

Others Institutions Holding FSMB

About FIRST TR ET FD III SHORT DURAT


  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.