Schrum Private Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 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 3,050 shares of PWB stock, worth $300,638. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,050
Previous 3,050
-0.0%
Holding current value
$300,638
Previous $272,000
5.88%
% of portfolio
0.26%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding PWB
# of Institutions
171Shares Held
5.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC810KShares$79.9 Million0.04% of portfolio
-
Morgan Stanley New York, NY721KShares$71.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL392KShares$38.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC381KShares$37.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO215KShares$21.2 Million0.05% of portfolio