Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 13,970 shares of XMHQ stock, worth $1.38 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

13,970

Previous 20,999 33.47%

Holding current value

$1.38 Million

Previous $2.07 Million 38.17%

% of portfolio

0.92%

Previous 1.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$89.18 - $104.04 $626,846 - $731,297	-7,029 Reduced 33.47%	13,970 $1.28 Million
Q4 2024 Feb 03, 2025	SELL	$98.47 - $109.35 $345,826 - $384,037	-3,512 Reduced 14.33%	20,999 $2.07 Million
Q3 2024 Nov 13, 2024	SELL	$94.31 - $103.26 $170,040 - $186,177	-1,803 Reduced 6.85%	24,511 $2.51 Million
Q2 2024 Aug 08, 2024	BUY	$96.76 - $109.6 $443,547 - $502,406	4,584 Added 21.1%	26,314 $2.55 Million
Q1 2024 May 09, 2024	BUY	$86.47 - $110.05 $347,349 - $442,070	4,017 Added 22.68%	21,730 $2.39 Million
Q4 2023 Feb 05, 2024	SELL	$75.71 - $89.74 $2,876 - $3,410	-38 Reduced 0.21%	17,713 $1.57 Million
Q3 2023 Nov 02, 2023	BUY	$78.95 - $85.08 $1.4 Million - $1.51 Million	17,751 New	17,751 $1.43 Million

Others Institutions Holding XMHQ

# of Institutions

415

Shares Held

41.3M

Call Options Held

4.7K

Put Options Held

6.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Account

Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History