Schrum Private Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schrum Private Wealth Management LLC
- $118 Million
- Q4 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 6,241 shares of SPGP stock, worth $618,108. This represents 0.55% of its overall portfolio holdings.
Number of Shares
6,241
Previous 12,482
50.0%
Holding current value
$618,108
Previous $1.31 Million
49.92%
% of portfolio
0.55%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding SPGP
# of Institutions
360Shares Held
27.3MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$364 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$318 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$166 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$140 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$138 Million0.2% of portfolio