Schrum Private Wealth Management LLC First Trust Industrials/Produc Transaction History

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 2024

A detailed history of Schrum Private Wealth Management LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 26,574 shares of FXR stock, worth $2 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
26,574
Previous 26,574 -0.0%
Holding current value
$2 Million
Previous $1.94 Million 6.71%
% of portfolio
1.63%
Previous 1.76%

Shares

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

May 02, 2024
BUY
$62.64 - $72.96 $290,712 - $338,607
4,641 Added 21.16%
26,574 $1.94 Million
Q4 2023

Jan 25, 2024
SELL
$53.31 - $65.16 $247,411 - $302,407
-4,641 Reduced 17.46%
21,933 $1.42 Million
Q4 2022

Jan 19, 2023
SELL
$46.71 - $54.22 $13,452 - $15,615
-288 Reduced 1.07%
26,574 $0
Q3 2022

Oct 26, 2022
SELL
$45.72 - $55.81 $21,762 - $26,565
-476 Reduced 1.74%
26,862 $1.23 Million
Q4 2021

Mar 11, 2022
BUY
$57.54 - $63.0 $1.57 Million - $1.72 Million
27,338 New
27,338 $1.71 Million

Others Institutions Holding FXR

# of Institutions
177
Shares Held
23.4M
Call Options Held
5.7K
Put Options Held
0
View Full List

About FIRST TRUST INDUSTRIALS/PRODUC

FXR Quotes by TradingView
  • Ticker FXR
  • Sector ETFs
  • Industry ETFs
More about FXR
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email