Global Retirement Partners, LLC
PensionPosition in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1749744
San Rafael, CA
All Filings in FUMB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FUMB | $46,138 | 2,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 FUMB | $55,777 | 2,775 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 FUMB | $55,777 | 2,775 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 FUMB | $55,749 | 2,775 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 FUMB | $59,123 | 2,940 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 FUMB | $38,916 | 1,940 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FUMB | $38,877 | 1,940 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 FUMB | $60,982 | 3,040 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 FUMB | $60,556 | 3,040 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 FUMB | $161,838 | 8,100 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 FUMB | $153,389 | 7,681 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 FUMB | $122,313 | 6,131 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 FUMB | $81,757 | 4,125 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 FUMB | $29,156 | 1,460 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 FUMB | $14,171 | 710 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||