Iht Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,113 shares of XSHD stock, worth $286,503. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,113
Previous 25,109
15.91%
Holding current value
$286,503
Previous $365,000
19.73%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSHD
# of Institutions
36Shares Held
850KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC145KShares$1.97 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC122KShares$1.65 Million0.18% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA102KShares$1.38 Million0.29% of portfolio
-
Concord Wealth Partners97.3KShares$1.32 Million0.23% of portfolio
-
Cetera Investment Advisers Schaumburg, IL85KShares$1.15 Million0.0% of portfolio