Schrum Private Wealth Management LLC First Trust Industrials/Produc Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
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 43,044 shares of FXR stock, worth $3.27 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
43,044
Previous 26,574
61.98%
Holding current value
$3.27 Million
Previous $1.81 Million
80.37%
% of portfolio
1.69%
Previous 1.63%
Shares
6 transactions
Others Institutions Holding FXR
# of Institutions
181Shares Held
22.9MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL10.9MShares$826 Million0.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.01MShares$153 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.79MShares$136 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC665KShares$50.6 Million0.02% of portfolio