Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 115,593 shares of XMHQ stock, worth $10.6 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
115,593
Previous 112,383
2.86%
Holding current value
$10.6 Million
Previous $11.5 Billion
1.26%
% of portfolio
8.66%
Previous 8.25%
Shares
5 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
44.4MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$489 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$200 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$185 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$173 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$165 Million0.19% of portfolio