Occidental Asset Management, LLC First Tr ETF Iii Enhanced Shor Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Occidental Asset Management, LLC holds 23,508 shares of FUMB stock, worth $472,040. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,508
Previous 29,259
19.66%
Holding current value
$472,040
Previous $586,000
19.62%
% of portfolio
0.09%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding FUMB
# of Institutions
86Shares Held
7.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$24 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$15.8 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA717KShares$14.4 Million0.13% of portfolio
-
Rockefeller Capital Management L.P. New York, NY485KShares$9.73 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL484KShares$9.71 Million0.01% of portfolio