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

Schrum Private Wealth Management LLC

  • $124 Million
  • Q2 2025

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 3,050 shares of PWB stock, worth $386,130. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,050
Previous 3,050 -0.0%
Holding current value
$386,130
Previous $292,000 22.6%
% of portfolio
0.29%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$98.04 - $108.11 $299,022 - $329,735
-3,050 Reduced 50.0%
3,050 $310,000
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
201
Shares Held
7.5M
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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