IWP
FMB icon

Invenio Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Invenio Wealth Partners’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-63,865
Closed -$3.32M – 103
2024
Q3 		$3.32M Buy
63,865
+7,400
+13% +$382K 1.44% 21
2024
Q2 		$2.88M Buy
56,465
+13,600
+32% +$694K 1.43% 21
2024
Q1 		$2.2M Buy
42,865
+30,467
+246% +$1.57M 1.19% 23
2023
Q4 		$641K Buy
12,398
+8,210
+196% +$408K 0.46% 41
2023
Q3 		$205K Buy
+4,188
New +$210K 0.19% 85

Other funds holding FMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return