Pensionmark Financial Group, LLC First Tr ETF Iii Enhanced Shor Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 14,375 shares of FUMB stock, worth $289,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,375
Previous 13,946 3.08%
Holding current value
$289,512
Previous $280,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$20.01 - $20.15 $8,584 - $8,644
429 Added 3.08%
14,375 $288,000
Q1 2025

Apr 29, 2025
SELL
$20.07 - $20.16 $1,364 - $1,370
-68 Reduced 0.49%
13,946 $280,000
Q4 2024

Feb 12, 2025
BUY
$20.05 - $20.15 $280,980 - $282,382
14,014 New
14,014 $281,000

Others Institutions Holding FUMB

# of Institutions
101
Shares Held
7.81M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III ENHANCED SHOR

FUMB Quotes by TradingView
  • Ticker FUMB
  • Sector ETFs
  • Industry ETFs
More about FUMB
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email