Modern Wealth Management, LLC First Tr ETF Iii Enhanced Shor Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Modern Wealth Management, LLC holds 71,826 shares of FUMB stock, worth $1.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

71,826

Previous 85,336 15.83%

Holding current value

$1.44 Million

Previous $1.71 Billion 15.6%

% of portfolio

0.09%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$20.05 - $20.17 $270,875 - $272,496	-13,510 Reduced 15.83%	71,826 $1.44 Billion
Q2 2024 Aug 07, 2024	SELL	$20.02 - $20.13 $155,995 - $156,852	-7,792 Reduced 8.37%	85,336 $1.71 Billion
Q1 2024 May 13, 2024	SELL	$20.02 - $20.12 $109,429 - $109,975	-5,466 Reduced 5.54%	93,128 $1.87 Billion
Q4 2023 Feb 14, 2024	BUY	$19.9 - $20.12 $1.96 Million - $1.98 Million	98,594 New	98,594 $1.98 Billion

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

More about FUMB

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Modern Wealth Management, LLC First Tr ETF Iii Enhanced Shor Transaction History