RMR Wealth Builders FSMB Holdings History

Number of Shares
862,168.00
Current Holdings Value*
$17.16 Mil
% of Portfolio
1.56%
Total Estimate Gain
$21,418.16
% of Total Estimate Gain
0.12%

RMR Wealth Builders's First Trust Short Duration Managed Municipal ETF Holding Summary

As of 2025-06-30, RMR Wealth Builders held 862,168.00 shares of First Trust Short Duration Managed Municipal ETF(FSMB), totaling $17.16 Mil. This investment constitutes 1.56% of their stock portfolio, and RMR Wealth Builders now holds 3.69% of the outstanding First Trust Short Duration Managed Municipal ETF(FSMB) stock.

The initial trade took place in 2021Q4. And since then RMR Wealth Builders has made 14 purchases of FSMB, at an average price of $19.88, for a total of 895,488.00 shares. In addition, there have been 2 sales at an average price of $19.57 for 33,320.00 shares. Based on historical transaction data and FSMB's current price of $19.92, RMR Wealth Builders's estimated gain on his FSMB holdings is $21,418.16, reflecting a 0.12% gain to date.

RMR Wealth Builders FSMB ($19.92) Holding Chart

RMR Wealth Builders FSMB ($19.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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