RMR Wealth Builders FMB Holdings History

Number of Shares
349,793.00
Current Holdings Value*
$17.43 Mil
% of Portfolio
1.58%
Total Estimate Gain
$-616,127.50
% of Total Estimate Gain
-3.34%

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

As of 2025-06-30, RMR Wealth Builders held 349,793.00 shares of First Trust Managed Municipal ETF(FMB), totaling $17.43 Mil. This investment constitutes 1.58% of their stock portfolio, and RMR Wealth Builders now holds 0.92% of the outstanding First Trust Managed Municipal ETF(FMB) stock.

The initial trade took place in 2021Q4. And since then RMR Wealth Builders has made 13 purchases of FMB, at an average price of $51.10, for a total of 361,177.00 shares. In addition, there have been 2 sales at an average price of $49.37 for 11,384.00 shares. Based on historical transaction data and FMB's current price of $49.40, RMR Wealth Builders's estimated gain on his FMB holdings is $-616,127.50, reflecting a -3.34% gain to date.

RMR Wealth Builders FMB ($49.40) Holding Chart

RMR Wealth Builders FMB ($49.40) 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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