Householder Group Estate & Retirement Specialist, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$14.8 - $16.75 $5,772 - $6,532	-390 Closed	0 $0
Q1 2023 Apr 13, 2023	BUY	$15.63 - $19.98 $6,095 - $7,792	390 New	390 $7,000
Q3 2022 Oct 11, 2022	BUY	$16.03 - $20.91 $6,251 - $8,154	390 New	390 $6,000

Others Institutions Holding XSHD

# of Institutions

Shares Held

542K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

82.3K
Shares

$1.04 Million
0.0% of portfolio
Concord Asset Management, Llc/Va Abingdon, VA

75.3K
Shares

$953,184
0.24% of portfolio
Concord Wealth Partners

75.3K
Shares

$953,184
0.18% of portfolio
Investors Research Corp

44.4K
Shares

$562,205
0.14% of portfolio
Cambridge Investment Research Advisors, Inc.

38.3K
Shares

$484,776
0.0% of portfolio

View Full List

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHD
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