Steward Partners Investment Advisory, LLC First Tr ETF Iii Enhanced Shor Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,415 shares of FUMB stock, worth $168,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,415
Previous 29,366 71.34%
Holding current value
$168,973
Previous $589,000 71.31%
% of portfolio
0.0%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$20.05 - $20.17 $420,067 - $422,581
-20,951 Reduced 71.34%
8,415 $169,000
Q2 2024

Aug 08, 2024
SELL
$20.02 - $20.13 $10,010 - $10,065
-500 Reduced 1.67%
29,366 $589,000
Q1 2024

May 15, 2024
SELL
$20.02 - $20.12 $40,340 - $40,541
-2,015 Reduced 6.32%
29,866 $598,000
Q4 2023

Feb 12, 2024
SELL
$19.9 - $20.12 $363,175 - $367,190
-18,250 Reduced 36.4%
31,881 $639,000
Q3 2023

Nov 13, 2023
BUY
$19.91 - $20.0 $19,910 - $20,000
1,000 Added 2.04%
50,131 $998,000
Q1 2023

May 15, 2023
BUY
$19.89 - $20.01 $515,151 - $518,259
25,900 Added 111.49%
49,131 $981,000
Q4 2022

Feb 15, 2023
BUY
$19.8 - $19.98 $113,473 - $114,505
5,731 Added 32.75%
23,231 $463,000
Q2 2022

Aug 04, 2022
BUY
$19.9 - $20.0 $348,250 - $350,000
17,500 New
17,500 $349,000

Others Institutions Holding FUMB

# of Institutions
84
Shares Held
7.17M
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
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