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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,163 shares of FUMB stock, worth $245,206. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,163
Previous 10,966 10.92%
Holding current value
$245,206
Previous $220 Million 11.05%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$20.02 - $20.13 $23,963 - $24,095
1,197 Added 10.92%
12,163 $244 Million
Q1 2024

Apr 15, 2024
BUY
$20.02 - $20.12 $219,539 - $220,635
10,966 New
10,966 $220 Million

Others Institutions Holding FUMB

# of Institutions
84
Shares Held
7.21M
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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