Keystone Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 4,911 shares of XMHQ stock, worth $472,880. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,911
Previous 13,125 62.58%
Holding current value
$472,880
Previous $1.35 Million 64.12%
% of portfolio
0.14%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$98.47 - $109.35 $808,832 - $898,200
-8,214 Reduced 62.58%
4,911 $483,000
Q3 2024

Oct 15, 2024
SELL
$94.31 - $103.26 $175,133 - $191,753
-1,857 Reduced 12.39%
13,125 $1.35 Million
Q2 2024

Jul 12, 2024
BUY
$96.76 - $109.6 $176,006 - $199,362
1,819 Added 13.82%
14,982 $1.45 Million
Q1 2024

Apr 12, 2024
BUY
$86.47 - $110.05 $1.14 Million - $1.45 Million
13,163 New
13,163 $1.45 Million

Others Institutions Holding XMHQ

# of Institutions
402
Shares Held
44.3M
Call Options Held
4.2K
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
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email