Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 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 90,134 shares of XMHQ stock, worth $9.37 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
90,134
Previous 78,742
14.47%
Holding current value
$9.37 Million
Previous $7.74 Billion
22.3%
% of portfolio
2.08%
Previous 1.89%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
409Shares Held
34.2MCall Options Held
18KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.91MShares$511 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.01MShares$209 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.53MShares$159 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.45MShares$151 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.01MShares$105 Million0.04% of portfolio