Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 400,283 shares of XMHQ stock, worth $35.6 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
400,283
Previous 396,577
0.93%
Holding current value
$35.6 Million
Previous $40.7 Million
3.11%
% of portfolio
1.88%
Previous 1.93%
Shares
6 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
43.8MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$475 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$194 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$179 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$168 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$160 Million0.19% of portfolio