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 4,000 shares of XMMO stock, worth $510,800. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,000
Previous 2,000
100.0%
Holding current value
$510,800
Previous $227,000
111.89%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
276Shares Held
11.9MCall Options Held
1.9KPut Options Held
1.3K-
Lpl Financial LLC Fort Mill, SC1.74MShares$223 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.14MShares$146 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$82 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO476KShares$60.8 Million0.05% of portfolio
-
Envestnet Asset Management Inc430KShares$54.9 Million0.02% of portfolio