Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 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 78,742 shares of XMHQ stock, worth $7.96 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
78,742
Previous 73,093
7.73%
Holding current value
$7.96 Million
Previous $6.69 Billion
15.63%
% of portfolio
1.89%
Previous 1.86%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
409Shares Held
38.6MCall Options Held
4.7KPut Options Held
5.5K-
Lpl Financial LLC Fort Mill, SC5.19MShares$525 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$198 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$191 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$186 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$138 Million0.04% of portfolio