Schrum Private Wealth Management LLC First Trust Industrials/Produc Transaction History
Schrum Private Wealth Management LLC
- $124 Million
- Q2 2025
A detailed history of Schrum Private Wealth Management LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 26,163 shares of FXR stock, worth $2.08 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
26,163
Previous 26,163
-0.0%
Holding current value
$2.08 Million
Previous $1.82 Million
6.59%
% of portfolio
1.57%
Previous 1.61%
Shares
7 transactions
Others Institutions Holding FXR
# of Institutions
189Shares Held
22.4MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL10.3MShares$818 Million0.64% of portfolio
-
Wells Fargo & Company San Francisco, CA1.86MShares$148 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.5MShares$119 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$81.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL675KShares$53.8 Million0.02% of portfolio