Kestra Private Wealth Services, LLC First Tr ETF Iii Enhanced Shor Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 68,512 shares of FUMB stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
68,512
Previous 18,685 266.67%
Holding current value
$1.38 Million
Previous $375,000 267.2%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 07, 2025
BUY
$20.01 - $20.15 $997,038 - $1 Million
49,827 Added 266.67%
68,512 $1.38 Million
Q1 2025

May 05, 2025
BUY
$20.07 - $20.16 $104,785 - $105,255
5,221 Added 38.78%
18,685 $375,000
Q4 2024

Jan 28, 2025
BUY
$20.05 - $20.15 $20,511 - $20,613
1,023 Added 8.22%
13,464 $270,000
Q3 2024

Nov 13, 2024
BUY
$20.05 - $20.17 $249,442 - $250,934
12,441 New
12,441 $250,000
Q4 2023

Feb 05, 2024
SELL
$19.9 - $20.12 $44,317 - $44,807
-2,227 Reduced 9.12%
22,193 $445,000
Q3 2023

Nov 07, 2023
SELL
$19.91 - $20.0 $191,633 - $192,500
-9,625 Reduced 28.27%
24,420 $486,000
Q2 2023

Aug 08, 2023
SELL
$19.9 - $20.0 $986,980 - $991,940
-49,597 Reduced 59.3%
34,045 $680,000
Q1 2023

May 12, 2023
BUY
$19.89 - $20.01 $8,174 - $8,224
411 Added 0.49%
83,642 $1.67 Million
Q4 2022

Jan 31, 2023
BUY
$19.8 - $19.98 $226,413 - $228,471
11,435 Added 15.93%
83,231 $1.66 Million
Q3 2022

Nov 14, 2022
BUY
$19.82 - $20.02 $1.42 Million - $1.44 Million
71,796 New
71,796 $1.42 Million

Others Institutions Holding FUMB

# of Institutions
101
Shares Held
7.81M
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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