XML Financial, LLC FUMB Holdings History
XML Financial, LLC's First Trust Ultra Short Duration Municipal ETF Holding Summary
As of 2025-06-30, XML Financial, LLC held 481,549.00 shares of First Trust Ultra Short Duration Municipal ETF(FUMB), totaling $9.68 Mil. This investment constitutes 0.84% of their stock portfolio, and XML Financial, LLC now holds 4.68% of the outstanding First Trust Ultra Short Duration Municipal ETF(FUMB) stock.
The initial trade took place in 2025Q2. And since then XML Financial, LLC has made 1 purchases of FUMB, at an average price of $20.08, for a total of 481,549.00 shares. Based on historical transaction data and FUMB's current price of $20.15, XML Financial, LLC's estimated gain on his FUMB holdings is $33,708.43, reflecting a 0.35% gain to date.
XML Financial, LLC FUMB ($20.15) Holding Chart
XML Financial, LLC FUMB ($20.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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