Schwallier Wealth Management LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1934951
GRAND RAPIDS, MI
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 | $282,825 | 14,106 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FUMB | $883,482 | 44,042 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 FUMB | $983,292 | 48,920 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||