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 $207,462. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,301
Previous 11,146
7.58%
Holding current value
$207,462
Previous $224,000
7.59%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FUMB
# of Institutions
101Shares Held
7.81MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC753KShares$15.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$14 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA655KShares$13.2 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA572KShares$11.5 Million0.0% of portfolio
-
Xml Financial, LLC482KShares$9.7 Million0.86% of portfolio