Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 112,383 shares of XMHQ stock, worth $11.3 Million. This represents 8.25% of its overall portfolio holdings.

Number of Shares
112,383
Previous 105,871 6.15%
Holding current value
$11.3 Million
Previous $10.3 Billion 12.22%
% of portfolio
8.25%
Previous 8.35%

Shares

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

Nov 07, 2024
BUY
$94.31 - $103.26 $614,146 - $672,429
6,512 Added 6.15%
112,383 $11.5 Billion
Q2 2024

Aug 13, 2024
BUY
$96.76 - $109.6 $281,668 - $319,045
2,911 Added 2.83%
105,871 $10.3 Billion
Q1 2024

May 14, 2024
SELL
$86.47 - $110.05 $850,345 - $1.08 Million
-9,834 Reduced 8.72%
102,960 $11.3 Billion
Q4 2023

Feb 14, 2024
BUY
$75.71 - $89.74 $8.54 Million - $10.1 Million
112,794 New
112,794 $10 Billion

Others Institutions Holding XMHQ

# of Institutions
358
Shares Held
39.3M
Call Options Held
6.3K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
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