SWP
FSMB icon

ShoreHaven Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

ShoreHaven Wealth Partners’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27,722
Closed -$540K – 79
2022
Q3 		$540K Sell
27,722
-346
-1% -$6.88K 0.41% 48
2022
Q2 		$557K Buy
+28,068
New +$558K 0.4% 48

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LWA
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RJFSA
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HighTower Advisors
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Royal Bank of Canada
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TA
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OAJ
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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return