Inspirion Wealth Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History

Inspirion Wealth Advisors, LLC

  • $727 Million
  • Q2 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 74,361 shares of FUMB stock, worth $1.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
74,361
Previous 87,261 14.78%
Holding current value
$1.5 Million
Previous $1.75 Million 14.73%
% of portfolio
0.21%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$20.01 - $20.15 $258,129 - $259,934
-12,900 Reduced 14.78%
74,361 $1.49 Million
Q1 2025

Apr 09, 2025
SELL
$20.07 - $20.16 $194,177 - $195,048
-9,675 Reduced 9.98%
87,261 $1.75 Million
Q3 2024

Oct 04, 2024
SELL
$20.05 - $20.17 $1.2 Million - $1.21 Million
-59,929 Reduced 38.2%
96,936 $1.95 Million
Q2 2024

Jul 12, 2024
SELL
$20.02 - $20.13 $258,258 - $259,677
-12,900 Reduced 7.6%
156,865 $3.15 Million
Q1 2024

Apr 12, 2024
SELL
$20.02 - $20.12 $150,150 - $150,900
-7,500 Reduced 4.23%
169,765 $3.4 Million
Q4 2023

Jan 10, 2024
SELL
$19.9 - $20.12 $99,500 - $100,600
-5,000 Reduced 2.74%
177,265 $3.56 Million
Q3 2023

Oct 13, 2023
SELL
$19.91 - $20.0 $73,706 - $74,040
-3,702 Reduced 1.99%
182,265 $3.63 Million
Q2 2023

Jul 20, 2023
SELL
$19.9 - $20.0 $169,349 - $170,200
-8,510 Reduced 4.38%
185,967 $3.72 Million
Q1 2023

Apr 07, 2023
SELL
$19.89 - $20.01 $773,939 - $778,609
-38,911 Reduced 16.67%
194,477 $3.88 Million
Q4 2022

Jan 18, 2023
SELL
$19.8 - $19.98 $661,320 - $667,332
-33,400 Reduced 12.52%
233,388 $0
Q3 2022

Oct 18, 2022
BUY
$19.82 - $20.02 $157,767 - $159,359
7,960 Added 3.08%
266,788 $5.29 Million
Q2 2022

Jul 27, 2022
BUY
$19.9 - $20.0 $5.15 Million - $5.18 Million
258,828 New
258,828 $5.17 Million

Others Institutions Holding FUMB

# of Institutions
100
Shares Held
7.8M
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
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, 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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email