Norris Financial Group, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 2129318
GREENVILLE, SC
All Filings in FUMB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $544,658 | 27,165 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 FUMB | $699,773 | 34,884 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 FUMB | $600,668 | 29,884 | Shares | Sole | 2026-05-20 | |
| 2025-06-30 FUMB | $615,622 | 30,628 | Shares | Sole | 2026-05-20 | |
| 2025-03-31 FUMB | $529,373 | 26,337 | Shares | Sole | 2026-05-20 | |
| 2024-12-31 FUMB | $400,815 | 19,951 | Shares | Sole | 2026-05-20 | |
| 2024-09-30 FUMB | $278,503 | 13,849 | Shares | Sole | 2026-05-20 | |
| 2024-06-30 FUMB | $275,825 | 13,750 | Shares | Sole | 2026-05-20 | |
| 2021-12-31 FUMB | $445,193 | 22,083 | Shares | Sole | 2026-05-20 | |
| 2021-09-30 FUMB | $615,830 | 30,532 | Shares | Sole | 2026-05-20 | |
| 2021-06-30 FUMB | $616,135 | 30,532 | Shares | Sole | 2026-05-20 | |
| 2021-03-31 FUMB | $700,754 | 34,708 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||