A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 15,336 shares of FXU stock, worth $629,389. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,336
Previous 8,411 82.33%
Holding current value
$629,389
Previous $278,000 112.23%
% of portfolio
0.31%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$32.72 - $38.48 $226,586 - $266,474
6,925 Added 82.33%
15,336 $590,000
Q1 2024

May 02, 2024

BUY
$29.58 - $32.46 $21,977 - $24,117
743 Added 9.69%
8,411 $273,000
Q4 2023

Jan 25, 2024

SELL
$27.35 - $32.17 $20,321 - $23,902
-743 Reduced 8.83%
7,668 $242,000
Q3 2022

Oct 26, 2022

SELL
$30.55 - $36.1 $30 - $36
-1 Reduced 0.01%
8,411 $257,000
Q2 2022

Jul 22, 2022

BUY
$30.14 - $35.25 $30 - $35
1 Added 0.01%
8,412 $272,000
Q4 2021

Mar 11, 2022

BUY
$29.61 - $32.69 $249,049 - $274,955
8,411 New
8,411 $275,000

Others Institutions Holding FXU

About FIRST TR EXCHANGE TRADED FD UT


  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
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