Naviter Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History

Naviter Wealth, LLC

$809 Million
Q1 2025

A detailed history of Naviter Wealth, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Naviter Wealth, LLC holds 33,784 shares of FUMB stock, worth $677,707. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,784

Previous 40,375 16.32%

Holding current value

$677,707

Previous $811,000 16.28%

% of portfolio

0.08%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$20.07 - $20.16 $132,281 - $132,874	-6,591 Reduced 16.32%	33,784 $679,000
Q4 2024 Feb 07, 2025	BUY	$20.05 - $20.15 $88,179 - $88,619	4,398 Added 12.22%	40,375 $811,000
Q3 2024 Oct 16, 2024	SELL	$20.05 - $20.17 $502,412 - $505,419	-25,058 Reduced 41.06%	35,977 $723,000
Q2 2024 Aug 01, 2024	SELL	$20.02 - $20.13 $140 - $140	-7 Reduced 0.01%	61,035 $1.22 Million
Q1 2024 Apr 18, 2024	SELL	$20.02 - $20.12 $879,718 - $884,113	-43,942 Reduced 41.86%	61,042 $1.22 Million
Q4 2023 Feb 05, 2024	BUY	$19.9 - $20.12 $573,139 - $579,476	28,801 Added 37.81%	104,984 $2.11 Million
Q3 2023 Nov 14, 2023	SELL	$19.91 - $20.0 $211,742 - $212,700	-10,635 Reduced 12.25%	76,183 $1.52 Million
Q2 2023 Jul 20, 2023	BUY	$19.9 - $20.0 $1.73 Million - $1.74 Million	86,818 New	86,818 $1.73 Million

Others Institutions Holding FUMB

# of Institutions

Shares Held

7.52M

Call Options Held

Put Options Held

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About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

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Naviter Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History