Sea Crest Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
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 8,123 shares of XSHQ stock, worth $349,532. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,123
Previous 8,172
0.6%
Holding current value
$349,532
Previous $317,000
10.73%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding XSHQ
# of Institutions
54Shares Held
3.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$47.4 Million0.02% of portfolio
-
New York Life Investment Management LLC New York, NY510KShares$21.9 Million0.21% of portfolio
-
Breakwater Capital Group Paramus, NJ172KShares$7.4 Million1.5% of portfolio
-
Schwallier Wealth Management LLC Grand Rapids, MI151KShares$6.49 Million4.76% of portfolio
-
Morgan Stanley New York, NY129KShares$5.54 Million0.0% of portfolio