Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 165,083 shares of XSHQ stock, worth $6.51 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
165,083
Previous 156,999
5.15%
Holding current value
$6.51 Million
Previous $6.8 Billion
2.87%
% of portfolio
5.32%
Previous 4.86%
Shares
5 transactions
Others Institutions Holding XSHQ
# of Institutions
74Shares Held
7.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$52.3 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO998KShares$39.3 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO835KShares$32.9 Million0.52% of portfolio
-
New York Life Investment Management LLC New York, NY508KShares$20 Million0.22% of portfolio
-
Confluence Investment Management LLC428KShares$16.9 Million0.26% of portfolio