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

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 6,100 shares of PWB stock, worth $644,831. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,100
Previous 3,050 100.0%
Holding current value
$644,831
Previous $288,000 108.68%
% of portfolio
0.31%
Previous 0.26%

Shares

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

Nov 05, 2024
BUY
$86.85 - $98.91 $264,892 - $301,675
3,050 Added 100.0%
6,100 $601,000
Q2 2023

Jul 24, 2023
BUY
$63.87 - $70.62 $194,803 - $215,391
3,050 New
3,050 $215,000
Q1 2022

May 05, 2022
SELL
$65.02 - $80.84 $198,311 - $246,562
-3,050 Closed
0 $0
Q4 2021

Mar 11, 2022
BUY
$73.2 - $82.12 $223,260 - $250,466
3,050 New
3,050 $246,000

Others Institutions Holding PWB

# of Institutions
176
Shares Held
5.97M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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