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 2,300 shares of XMHQ stock, worth $239,775. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,300
Previous 2,300
-0.0%
Holding current value
$239,775
Previous $210,000
7.14%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
411Shares Held
39MCall Options Held
4.7KPut Options Held
6.9K-
Lpl Financial LLC Fort Mill, SC5.19MShares$541 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$205 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$197 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$192 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$142 Million0.04% of portfolio