A detailed history of Dynamic Advisor Solutions LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 28,071 shares of FUMB stock, worth $563,665. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,071
Previous 24,201 15.99%
Holding current value
$563,665
Previous $485,000 16.29%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$20.05 - $20.17 $77,593 - $78,057
3,870 Added 15.99%
28,071 $564,000
Q2 2024

Jul 15, 2024

SELL
$20.02 - $20.13 $11,511 - $11,574
-575 Reduced 2.32%
24,201 $485,000
Q1 2024

Apr 12, 2024

BUY
$20.02 - $20.12 $30,150 - $30,300
1,506 Added 6.47%
24,776 $496,000
Q4 2023

Jan 10, 2024

SELL
$19.9 - $20.12 $11,442 - $11,569
-575 Reduced 2.41%
23,270 $466,000
Q3 2023

Oct 10, 2023

BUY
$19.91 - $20.0 $474,753 - $476,900
23,845 New
23,845 $474,000
Q4 2022

Jan 12, 2023

BUY
$19.8 - $19.98 $123,987 - $125,114
6,262 Added 34.36%
24,488 $0
Q3 2022

Oct 20, 2022

BUY
$19.82 - $20.02 $120,426 - $121,641
6,076 Added 50.01%
18,226 $361,000
Q2 2022

Jul 27, 2022

SELL
$19.9 - $20.0 $6,069 - $6,100
-305 Reduced 2.45%
12,150 $243,000
Q1 2022

Apr 11, 2022

BUY
$19.96 - $20.15 $22,993 - $23,212
1,152 Added 10.19%
12,455 $249,000
Q4 2021

Jan 26, 2022

BUY
$20.13 - $20.17 $227,529 - $227,981
11,303 New
11,303 $228,000

Others Institutions Holding FUMB

About FIRST TR ETF III ENHANCED SHOR


  • Ticker FUMB
  • Sector ETFs
  • Industry ETFs
More about FUMB
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.