Schrum Private Wealth Management LLC Invesco ETF Tr Ii S&P Global W Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,715 shares of CGW stock, worth $222,937. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,715
Previous 3,715
-0.0%
Holding current value
$222,937
Previous $206,000
0.49%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding CGW
# of Institutions
201Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$60.4 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.538KShares$32.3 Million3.19% of portfolio
-
Ubs Group Ag474KShares$28.4 Million0.01% of portfolio
-
Weatherly Asset Management L. P.456KShares$27.3 Million2.31% of portfolio
-
1832 Asset Management L.P. Toronto, A6340KShares$20.4 Million0.04% of portfolio