Summit Financial, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in FUMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $1,033,798 | 51,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FUMB | $1,121,895 | 55,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FUMB | $1,194,201 | 59,413 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||