Sea Crest Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,345 shares of XSHQ stock, worth $265,595. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,345
Previous 8,148
9.86%
Holding current value
$265,595
Previous $345,000
17.97%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding XSHQ
# of Institutions
75Shares Held
7.79MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$48 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO998KShares$36.1 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO835KShares$30.2 Million0.52% of portfolio
-
New York Life Investment Management LLC New York, NY508KShares$18.4 Million0.22% of portfolio
-
Confluence Investment Management LLC459KShares$16.6 Million0.27% of portfolio