Occidental Asset Management, LLC First Tr ETF Iii Enhanced Shor Call Options Transaction History

Occidental Asset Management, LLC

$530 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FUMB

# of Institutions

85

Shares Held

7.65M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.19M
Shares

$24 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

786K
Shares

$15.8 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

717K
Shares

$14.4 Million
0.13% of portfolio
Rockefeller Capital Management L.P. New York, NY

485K
Shares

$9.74 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

484K
Shares

$9.72 Million
0.01% of portfolio

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

More about FUMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.