New Edge Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
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 11,146 shares of FUMB stock, worth $224,034. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,146
Previous 11,364
1.92%
Holding current value
$224,034
Previous $228,000
2.19%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FUMB
# of Institutions
96Shares Held
7.74MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC884KShares$17.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY864KShares$17.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA673KShares$13.5 Million0.08% of portfolio
-
Rockefeller Capital Management L.P. New York, NY537KShares$10.8 Million0.03% of portfolio
-
Kestra Advisory Services, LLC333KShares$6.7 Million0.04% of portfolio