A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 51,436 shares of FXO stock, worth $2.82 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
51,436
Previous 25,718 100.0%
Holding current value
$2.82 Million
Previous $1.19 Million 120.92%
% of portfolio
1.36%
Previous 1.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$45.78 - $51.72 $1.18 Million - $1.33 Million
25,718 Added 100.0%
51,436 $2.63 Million
Q4 2023

Jan 25, 2024

SELL
$35.41 - $43.72 $30,275 - $37,380
-855 Reduced 3.22%
25,718 $1.11 Million
Q4 2022

Jan 19, 2023

SELL
$37.54 - $43.96 $29,731 - $34,816
-792 Reduced 2.89%
26,573 $0
Q4 2021

Mar 11, 2022

BUY
$44.17 - $48.6 $1.21 Million - $1.33 Million
27,365 New
27,365 $1.27 Million

Others Institutions Holding FXO

About FIRST TR EXCHANGE TRADED FD FI


  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
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.