Northwest Financial Advisors Invesco ETF Tr Ii S&P Smallcap Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Northwest Financial Advisors holds 3,804 shares of XSHQ stock, worth $163,724. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,804
Previous 2,381
59.76%
Holding current value
$163,724
Previous $98.1 Million
50.78%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding XSHQ
# of Institutions
49Shares Held
2.98MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$47.4 Million0.02% of portfolio
-
New York Life Investment Management LLC New York, NY510KShares$21.9 Million0.21% of portfolio
-
Breakwater Capital Group Paramus, NJ172KShares$7.4 Million1.5% of portfolio
-
Schwallier Wealth Management LLC Grand Rapids, MI151KShares$6.49 Million4.76% of portfolio
-
Commonwealth Equity Services, LLC131KShares$5.65 Million0.01% of portfolio