Beta Wealth Group, Inc. Invesco Exchange Traded Fd Tr Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 11,354 shares of XMHQ stock, worth $1.14 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,354Holding current value
$1.14 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding XMHQ
# of Institutions
383Shares Held
41.7MCall Options Held
6.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$500 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$196 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$187 Million0.17% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.83MShares$185 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$168 Million0.18% of portfolio