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 2,000 shares of XMMO stock, worth $231,060. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,000
Previous 4,000
50.0%
Holding current value
$231,060
Previous $481,000
48.65%
% of portfolio
0.21%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
381Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$430 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$310 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$195 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$123 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$96.7 Million0.02% of portfolio