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

Concord Wealth Partners

  • $591 Million
  • Q3 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 35,488 shares of XSHD stock, worth $533,029. This represents 0.09% of its overall portfolio holdings.

Number of Shares
35,488
Previous 33,346 6.42%
Holding current value
$533,029
Previous $476,000 14.71%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
349K
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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