Schrum Private Wealth Management LLC First Tr Exchange Traded Fd Fi 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 Fi stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,730 shares of FXZ stock, worth $515,049. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,730
Previous 7,730
-0.0%
Holding current value
$515,049
Previous $551,000
9.07%
% of portfolio
0.45%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding FXZ
# of Institutions
127Shares Held
3.47MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA546KShares$36.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC353KShares$23.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY323KShares$21.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$18 Million0.0% of portfolio
-
Ubs Group Ag183KShares$12.2 Million0.0% of portfolio