Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,598 shares of XMHQ stock, worth $530,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,598
Previous 4,278 30.86%
Holding current value
$530,466
Previous $438,000 25.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$98.47 - $109.35 $129,980 - $144,342
1,320 Added 30.86%
5,598 $551,000
Q3 2024

Oct 16, 2024
SELL
$94.31 - $103.26 $1,131 - $1,239
-12 Reduced 0.28%
4,278 $438,000
Q2 2024

Aug 02, 2024
BUY
$96.76 - $109.6 $17,997 - $20,385
186 Added 4.53%
4,290 $416,000
Q1 2024

Apr 29, 2024
SELL
$86.47 - $110.05 $15,478 - $19,698
-179 Reduced 4.18%
4,104 $451,000
Q4 2023

Jan 29, 2024
BUY
$75.71 - $89.74 $66,549 - $78,881
879 Added 25.82%
4,283 $379,000
Q2 2023

Aug 02, 2023
BUY
$71.58 - $80.71 $243,658 - $274,736
3,404 New
3,404 $274,000

Others Institutions Holding XMHQ

# of Institutions
406
Shares Held
44.4M
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
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