Occidental Asset Management, LLC First Tr ETF Iii Enhanced Shor Transaction History
Occidental Asset Management, LLC
- $565 Million
- Q2 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 19,450 shares of FUMB stock, worth $392,112. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,450
Previous 23,508
17.26%
Holding current value
$392,112
Previous $471,000
17.2%
% of portfolio
0.07%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding FUMB
# of Institutions
84Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$22.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC870KShares$17.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA627KShares$12.6 Million0.09% of portfolio
-
Rockefeller Capital Management L.P. New York, NY513KShares$10.3 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA249KShares$5.02 Million2.94% of portfolio