Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 73,093 shares of XMHQ stock, worth $6.5 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
73,093
Previous 43,964
66.26%
Holding current value
$6.5 Million
Previous $4.33 Billion
54.54%
% of portfolio
1.86%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
43.8MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$475 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$194 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$179 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$168 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$160 Million0.19% of portfolio