Schrum Private Wealth Management LLC First Tr Exchange Traded Fd Ut Transaction History

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 15,336 shares of FXU stock, worth $596,570. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,336
Previous 8,411 82.33%
Holding current value
$596,570
Previous $278,000 112.23%
% of portfolio
0.31%
Previous 0.25%

Shares

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

Nov 05, 2024
BUY
$32.72 - $38.48 $226,586 - $266,474
6,925 Added 82.33%
15,336 $590,000
Q1 2024

May 02, 2024
BUY
$29.58 - $32.46 $21,977 - $24,117
743 Added 9.69%
8,411 $273,000
Q4 2023

Jan 25, 2024
SELL
$27.35 - $32.17 $20,321 - $23,902
-743 Reduced 8.83%
7,668 $242,000
Q3 2022

Oct 26, 2022
SELL
$30.55 - $36.1 $30 - $36
-1 Reduced 0.01%
8,411 $257,000
Q2 2022

Jul 22, 2022
BUY
$30.14 - $35.25 $30 - $35
1 Added 0.01%
8,412 $272,000
Q4 2021

Mar 11, 2022
BUY
$29.61 - $32.69 $249,049 - $274,955
8,411 New
8,411 $275,000

Others Institutions Holding FXU

# of Institutions
129
Shares Held
5.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD UT

FXU Quotes by TradingView
  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
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.

Choose your preferred platform and Sign Up 👇 Telegram Email