Avaii Wealth Management »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii shrt dur mng mun (FSMB) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in First Tr Exch Traded Fd Iii shrt dur mng mun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $403k 20k 20.01
2024-06-30 $244k 12k 19.77

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Amazon (AMZN)
Meta Platforms Cl A (META)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Avaii Wealth Management

Top funds holding First Tr Exch Traded Fd Iii shrt dur mng mun

Morgan Stanley
Raymond James Financial Services Advisors
LPL Financial
HighTower Advisors
RMR Wealth Builders
PFS Partners
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Nilsine Partners
Mml Investors Services
Condor Capital Management

View all funds holding First Tr Exch Traded Fd Iii shrt dur mng mun