Schrum Private Wealth Management »

Invesco Dynamic Large etf - e shares owned by Schrum Private Wealth Management

Quarter-by-quarter ownership of Invesco Dynamic Large etf - e (PWB) shares owned by Schrum Private Wealth Management from 13F filings

Historical chart of Schrum Private Wealth Management investment in Invesco Dynamic Large etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Large etf - e held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Dynamic Large etf - e by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 3.1k 89.29
2023-12-31 $237k 3.1k 77.70
2023-09-30 $207k 3.1k 67.79
2023-06-30 $215k 3.1k 70.62
2021-12-31 $246k 3.1k 80.66

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Indls Prod Dur (FXR)
Abbvie (ABBV)
American Water Works (AWK)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Hlth Care Alph (FXH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Schrum Private Wealth Management

Top funds holding Invesco Dynamic Large etf - e

Raymond James & Associates
Bank of America Corporation
UBS Group
Mercer Global Advisors
Wharton Business Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Royal Bank of Canada
United Capital Financial Advisers
Baird Financial
Commonwealth Equity Services
Private Advisor
Goldman Sachs Group
Captrust Financial Advisors
Kestra Advisory Services

View all funds holding Invesco Dynamic Large etf - e