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

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 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 29,366 shares of FUMB stock, worth $589,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,366

Previous 29,866 1.67%

Holding current value

$589,669

Previous $598,000 1.51%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

7.16M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

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