Kingswood Wealth Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,163 shares of FUMB stock, worth $245,327. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,163
Previous 10,966
10.92%
Holding current value
$245,327
Previous $220 Million
11.05%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FUMB
# of Institutions
84Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$22.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC870KShares$17.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA627KShares$12.6 Million0.09% of portfolio
-
Rockefeller Capital Management L.P. New York, NY513KShares$10.3 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA249KShares$5.02 Million2.94% of portfolio