Annex Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History
Annex Advisory Services, LLC
- $2.96 Billion
- Q4 2024
A detailed history of Annex Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,052,604 shares of XMHQ stock, worth $109 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
1,052,604
Previous 908,154
15.91%
Holding current value
$109 Million
Previous $93.2 Million
11.26%
% of portfolio
3.5%
Previous 3.38%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
364Shares Held
40MCall Options Held
6.3KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$515 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$202 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$192 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$191 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$173 Million0.18% of portfolio