Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 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 95,278 shares of XMHQ stock, worth $9.59 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
95,278
Previous 90,134
5.71%
Holding current value
$9.59 Million
Previous $9.46 Billion
3.15%
% of portfolio
2.05%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding XMHQ
# of Institutions
423Shares Held
34.8MCall 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