Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Bogart Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 384,669 shares of XMHQ stock, worth $39.3 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
384,669
Previous 368,063
4.51%
Holding current value
$39.3 Million
Previous $40.5 Million
7.85%
% of portfolio
1.89%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
313Shares Held
33.7MCall Options Held
500Put Options Held
100K-
Lpl Financial LLC Fort Mill, SC4.6MShares$470 Million0.23% of portfolio
-
Stifel Financial Corp St. Louis, MO1.54MShares$158 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$154 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.5MShares$153 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.25MShares$127 Million0.12% of portfolio