Pathstone Holdings »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 14k 20.01
2024-06-30 $282k 14k 19.77
2024-03-31 $283k 14k 19.84
2023-12-31 $285k 14k 19.95

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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

Raymond James Financial Services Advisors
LPL Financial
PFS Partners
HighTower Advisors
RMR Wealth Builders
UBS Group
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Nilsine Partners
Stifel Financial
Mml Investors Services
Condor Capital Management

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