Concord Wealth Partners Invesco ETF Tr Ii S&P Smallcap Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Concord Wealth Partners holds 75,291 shares of XSHD stock, worth $1.09 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
75,291
Previous 35,488 112.16%
Holding current value
$1.09 Million
Previous $546,000 100.55%
% of portfolio
0.18%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$14.42 - $15.68 $573,959 - $624,111
39,803 Added 112.16%
75,291 $1.1 Million
Q3 2024

Oct 24, 2024
BUY
$14.17 - $15.9 $30,352 - $34,057
2,142 Added 6.42%
35,488 $546,000
Q2 2024

Jul 31, 2024
BUY
$14.16 - $15.23 $65,206 - $70,134
4,605 Added 16.02%
33,346 $476,000
Q1 2024

Apr 30, 2024
BUY
$14.78 - $16.52 $424,791 - $474,801
28,741 New
28,741 $443,000

Others Institutions Holding XSHD

# of Institutions
21
Shares Held
438K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHD Quotes by TradingView
  • Ticker XSHD
  • Sector ETFs
  • Industry ETFs
More about XSHD
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