SWTS
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Stonehaven Wealth & Tax Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q3 		$243K Buy
2025
Q2 		$229K Buy