New Edge Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History
New Edge Wealth, LLC
- $5.97 Billion
- Q2 2025
A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, New Edge Wealth, LLC holds 10,301 shares of FUMB stock, worth $207,050. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,301
Previous 11,146
7.58%
Holding current value
$207,050
Previous $224,000
7.59%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FUMB
# of Institutions
94Shares Held
7.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY802KShares$16.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC734KShares$14.8 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA651KShares$13.1 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA589KShares$11.8 Million0.0% of portfolio
-
Xml Financial, LLC507KShares$10.2 Million0.85% of portfolio