Schrum Private Wealth Management LLC Invesco ETF Tr Ii S&P Global W Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 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 5,150 shares of CGW stock, worth $273,259. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,150
Previous 3,715
38.63%
Holding current value
$273,259
Previous $205,000
53.66%
% of portfolio
0.16%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
207Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY943KShares$50 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.572KShares$30.3 Million3.38% of portfolio
-
Ubs Group Ag492KShares$26.1 Million0.01% of portfolio
-
Weatherly Asset Management L. P.451KShares$23.9 Million2.43% of portfolio
-
1832 Asset Management L.P. Toronto, A6332KShares$17.6 Million0.04% of portfolio