Schwallier Wealth Management LLC First Tr ETF Iii Enhanced Shor Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 48,920 shares of FUMB stock, worth $982,802. This represents 0.61% of its overall portfolio holdings.
Number of Shares
48,920Holding current value
$982,802% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding FUMB
# of Institutions
105Shares Held
8.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY897KShares$18 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$15.5 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA672KShares$13.5 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA614KShares$12.3 Million0.0% of portfolio
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Xml Financial, LLC507KShares$10.2 Million0.85% of portfolio