Schrum Private Wealth Management LLC First Tr Exchange Traded Fd Transaction History

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 2024

A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 14,506 shares of FXD stock, worth $910,251. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,506
Previous 14,506 -0.0%
Holding current value
$910,251
Previous $936,000 7.16%
% of portfolio
0.78%
Previous 0.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$56.49 - $64.54 $28,301 - $32,334
501 Added 3.58%
14,506 $936,000
Q4 2023

Jan 25, 2024
SELL
$46.79 - $59.42 $23,395 - $29,710
-500 Reduced 3.45%
14,005 $826,000
Q4 2022

Jan 19, 2023
SELL
$44.2 - $51.87 $37,746 - $44,296
-854 Reduced 5.56%
14,505 $0
Q1 2022

May 05, 2022
BUY
$51.73 - $62.62 $51 - $62
1 Added 0.01%
15,359 $805,000
Q4 2021

Mar 11, 2022
BUY
$58.25 - $65.57 $894,603 - $1.01 Million
15,358 New
15,358 $952,000

Others Institutions Holding FXD

# of Institutions
136
Shares Held
21.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

FXD Quotes by TradingView
  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
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