Modern Wealth Management, LLC First Tr ETF Iii Enhanced Shor Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 85,336 shares of FUMB stock, worth $1.72 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
85,336
Previous 93,128
8.37%
Holding current value
$1.72 Million
Previous $1.87 Billion
8.46%
% of portfolio
0.13%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FUMB
# of Institutions
84Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$22.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC870KShares$17.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA627KShares$12.6 Million0.09% of portfolio
-
Rockefeller Capital Management L.P. New York, NY513KShares$10.3 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA249KShares$5.01 Million2.94% of portfolio