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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

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 36,955 shares of FUMB stock, worth $745,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,955
Previous 38,400 3.76%
Holding current value
$745,012
Previous $771,000 3.76%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2025
SELL
$20.01 - $20.15 $28,914 - $29,116
-1,445 Reduced 3.76%
36,955 $742,000
Q1 2025

May 15, 2025
SELL
$20.07 - $20.16 $43,130 - $43,323
-2,149 Reduced 5.3%
38,400 $772 Million
Q4 2024

May 30, 2025
BUY
$20.05 - $20.15 $140,550 - $141,251
7,010 Added 18.26%
45,410 $912,000
Q4 2024

May 29, 2025
BUY
$20.05 - $20.15 $140,550 - $141,251
7,010 Added 18.26%
45,410 $912,000
Q4 2024

Feb 11, 2025
SELL
$20.05 - $20.15 $627,103 - $630,231
-31,277 Reduced 43.55%
40,549 $815 Million
Q3 2024

May 30, 2025
BUY
$20.05 - $20.17 $670,191 - $674,202
33,426 Added 87.05%
71,826 $1.44 Million
Q3 2024

May 29, 2025
BUY
$20.05 - $20.17 $670,191 - $674,202
33,426 Added 87.05%
71,826 $1.44 Million
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

May 29, 2025
BUY
$20.02 - $20.13 $939,658 - $944,821
46,936 Added 122.23%
85,336 $1.71 Million
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 28, 2025
BUY
$20.02 - $20.12 $1.13 Million - $1.14 Million
56,440 Added 146.98%
94,840 $1.9 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

May 28, 2025
BUY
$19.9 - $20.12 $1.2 Million - $1.21 Million
60,194 Added 156.76%
98,594 $1.98 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
96
Shares Held
7.77M
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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