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

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 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 2,300 shares of XMHQ stock, worth $210,703. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,300
Previous 4,600 50.0%
Holding current value
$210,703
Previous $471,000 52.02%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Feb 06, 2025
SELL
$98.47 - $109.35 $226,481 - $251,505
-2,300 Reduced 50.0%
2,300 $226,000
Q3 2024

Nov 05, 2024
BUY
$94.31 - $103.26 $216,913 - $237,498
2,300 Added 100.0%
4,600 $471,000
Q4 2023

Jan 25, 2024
BUY
$75.71 - $89.74 $174,133 - $206,402
2,300 New
2,300 $204,000

Others Institutions Holding XMHQ

# of Institutions
405
Shares Held
44.4M
Call Options Held
4.2K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email