Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Schwallier Wealth Management LLC

  • $124 Billion
  • Q1 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 153,767 shares of XSHQ stock, worth $5.93 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares
153,767
Previous 135,720 13.3%
Holding current value
$5.93 Million
Previous $5.41 Billion 16.99%
% of portfolio
5.1%
Previous 4.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$37.97 - $41.18 $685,244 - $743,175
18,047 Added 13.3%
153,767 $6.33 Billion
Q4 2023

Feb 14, 2024
BUY
$33.63 - $40.52 $4.56 Million - $5.5 Million
135,720 New
135,720 $5.41 Billion

Others Institutions Holding XSHQ

# of Institutions
50
Shares Held
2.39M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email