Schrum Private Wealth Management LLC Invesco S&P Smallcap Value Wit Call Options Transaction History
Schrum Private Wealth Management LLC
- $118 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.86MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$84.3 Million0.04% of portfolio
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Cwm, LLC732KShares$36.7 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$35.1 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$27.4 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$24.2 Million0.42% of portfolio