New Edge Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 11,364 shares of FUMB stock, worth $228,302. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,364
Previous 12,359
8.05%
Holding current value
$228,302
Previous $247,000
7.69%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FUMB
# of Institutions
86Shares Held
7.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$21.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC967KShares$19.4 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA611KShares$12.3 Million0.08% of portfolio
-
Rockefeller Capital Management L.P. New York, NY516KShares$10.4 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA268KShares$5.39 Million3.12% of portfolio