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

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

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 96,936 shares of FUMB stock, worth $1.95 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

96,936

Previous 156,865 38.2%

Holding current value

$1.95 Million

Previous $3.15 Million 38.05%

% of portfolio

0.27%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

7.15M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

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