Kingsview Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Kingsview Wealth Management, LLC
- $4.73 Billion
- Q1 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 28,926 shares of XSHD stock, worth $394,261. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,926
Previous 25,851
11.9%
Holding current value
$394,261
Previous $376,000
6.65%
% 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$1.98 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA138KShares$1.88 Million0.28% of portfolio
-
Concord Wealth Partners138KShares$1.88 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC122KShares$1.66 Million0.18% of portfolio
-
Cetera Investment Advisers Schaumburg, IL85KShares$1.16 Million0.0% of portfolio