Schrum Private Wealth Management LLC First Tr Large Cap Value Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 4,560 shares of FTA stock, worth $342,957. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,560Holding current value
$342,957% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$155 Million0.01% of portfolio
-
Ubs Group Ag878KShares$66 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$60 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$41 Million0.01% of portfolio
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Kaydan Wealth Management, Inc. Fenton, MI374KShares$28.1 Million8.74% of portfolio