Beta Wealth Group, Inc. Invesco Exchange Traded Fd Tr Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 11,354 shares of XMHQ stock, worth $1.08 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,354Holding current value
$1.08 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding XMHQ
# of Institutions
406Shares Held
44.4MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$506 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$207 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$191 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$179 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$170 Million0.19% of portfolio