Castle Wealth Management »

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

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

Historical chart of Castle 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 Castle 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 14k 19.84
2023-12-31 $295k 15k 19.95

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

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

Raymond James Financial Services Advisors
PFS Partners
RMR Wealth Builders
HighTower Advisors
TruWealth Advisors
Royal Bank of Canada
UBS Group
Advisor Group Holdings
EnRich Financial Partners
Kestra Advisory Services
Orion Portfolio Solutions
Nilsine Partners
Condor Capital Management
Jpmorgan Chase & Co
Mariner Wealth Advisors

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