True Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
A detailed history of True Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 51,473 shares of XMHQ stock, worth $5.18 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
51,473
Previous 62,395
17.5%
Holding current value
$5.18 Million
Previous $6.13 Million
11.86%
% of portfolio
1.86%
Previous 2.22%
Shares
5 transactions
Others Institutions Holding XMHQ
# of Institutions
421Shares Held
34.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.95MShares$498 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.16MShares$218 Million0.01% of portfolio
-
Vantagepoint Investment Advisers LLC1.51MShares$152 Million1.34% of portfolio
-
Northwestern Mutual Wealth Management CO1.31MShares$132 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$120 Million0.03% of portfolio