Schrum Private Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History
Schrum Private Wealth Management LLC
- $110 Million
- Q1 2024
A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 23,544 shares of FXL stock, worth $3.24 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
23,544
Previous 20,522
14.73%
Holding current value
$3.24 Million
Previous $2.63 Million
20.78%
% of portfolio
2.89%
Previous 3.73%
Shares
4 transactions
Others Institutions Holding FXL
# of Institutions
228Shares Held
5.99MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY869KShares$120 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA737KShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$58.7 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL244KShares$33.6 Million0.02% of portfolio
-
Ubs Group Ag215KShares$29.5 Million0.01% of portfolio