Modern Wealth Management, LLC First Tr ETF Iii Enhanced Shor Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Modern Wealth Management, LLC holds 40,549 shares of FUMB stock, worth $815,440. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,549
Previous 71,826 43.55%
Holding current value
$815,440
Previous $1.44 Billion 43.56%
% of portfolio
0.03%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$20.05 - $20.15 $627,103 - $630,231
-31,277 Reduced 43.55%
40,549 $815 Million
Q3 2024

Nov 05, 2024
SELL
$20.05 - $20.17 $270,875 - $272,496
-13,510 Reduced 15.83%
71,826 $1.44 Billion
Q2 2024

Aug 07, 2024
SELL
$20.02 - $20.13 $155,995 - $156,852
-7,792 Reduced 8.37%
85,336 $1.71 Billion
Q1 2024

May 13, 2024
SELL
$20.02 - $20.12 $109,429 - $109,975
-5,466 Reduced 5.54%
93,128 $1.87 Billion
Q4 2023

Feb 14, 2024
BUY
$19.9 - $20.12 $1.96 Million - $1.98 Million
98,594 New
98,594 $1.98 Billion

Others Institutions Holding FUMB

# of Institutions
95
Shares Held
7.74M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III ENHANCED SHOR

FUMB Quotes by TradingView
  • Ticker FUMB
  • Sector ETFs
  • Industry ETFs
More about FUMB
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