Naviter Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Naviter Wealth, LLC holds 40,375 shares of FUMB stock, worth $811,133. This represents 0.1% of its overall portfolio holdings.

Number of Shares

40,375

Previous 35,977 12.22%

Holding current value

$811,133

Previous $723,000 12.17%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$20.05 - $20.15 $88,179 - $88,619	4,398 Added 12.22%	40,375 $811,000
Q3 2024 Oct 16, 2024	SELL	$20.05 - $20.17 $502,412 - $505,419	-25,058 Reduced 41.06%	35,977 $723,000
Q2 2024 Aug 01, 2024	SELL	$20.02 - $20.13 $140 - $140	-7 Reduced 0.01%	61,035 $1.22 Million
Q1 2024 Apr 18, 2024	SELL	$20.02 - $20.12 $879,718 - $884,113	-43,942 Reduced 41.86%	61,042 $1.22 Million
Q4 2023 Feb 05, 2024	BUY	$19.9 - $20.12 $573,139 - $579,476	28,801 Added 37.81%	104,984 $2.11 Million
Q3 2023 Nov 14, 2023	SELL	$19.91 - $20.0 $211,742 - $212,700	-10,635 Reduced 12.25%	76,183 $1.52 Million
Q2 2023 Jul 20, 2023	BUY	$19.9 - $20.0 $1.73 Million - $1.74 Million	86,818 New	86,818 $1.73 Million

Others Institutions Holding FUMB

# of Institutions

Shares Held

7.74M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

More about FUMB

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Naviter Wealth, LLC First Tr ETF Iii Enhanced Shor Transaction History