Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 54,188 shares of XMHQ stock, worth $5.07 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
54,188
Previous 60,379
10.25%
Holding current value
$5.07 Million
Previous $6.19 Million
13.85%
% of portfolio
0.88%
Previous 1.05%
Shares
19 transactions
Others Institutions Holding XMHQ
# of Institutions
404Shares Held
44.3MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$499 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$204 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$188 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$177 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$168 Million0.19% of portfolio