Ae Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Ae Wealth Management LLC holds 398 shares of XSHD stock, worth $5,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares

398

Holding current value

$5,731

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$14.42 - $15.68 $5,739 - $6,240	398 New	398 $5,000

Others Institutions Holding XSHD

# of Institutions

Shares Held

518K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

82.3K
Shares

$1.19 Million
0.0% of portfolio
Concord Wealth Partners

75.3K
Shares

$1.08 Million
0.18% of portfolio
Concord Asset Management, Llc/Va Abingdon, VA

75.3K
Shares

$1.08 Million
0.24% of portfolio
Investors Research Corp

44.4K
Shares

$639,892
0.15% of portfolio
Cambridge Investment Research Advisors, Inc.

38.3K
Shares

$551,404
0.0% of portfolio

View Full List

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHD
Sector ETFs
Industry ETFs

More about XSHD

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Ae Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History