Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
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 1,157 shares of XMHQ stock, worth $116,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,157
Previous 1,550
25.35%
Holding current value
$116,486
Previous $152,000
20.39%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding XMHQ
# of Institutions
422Shares Held
34.8MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.95MShares$498 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.16MShares$218 Million0.01% of portfolio
-
Vantagepoint Investment Advisers LLC1.51MShares$152 Million1.34% of portfolio
-
Northwestern Mutual Wealth Management CO1.31MShares$132 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$120 Million0.03% of portfolio