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

Lwm Advisory Services, LLC

$116 Million
Q2 2024

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 26,314 shares of XMHQ stock, worth $2.68 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

26,314

Previous 21,730 21.1%

Holding current value

$2.68 Million

Previous $2.39 Million 6.78%

% of portfolio

2.21%

Previous 1.65%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

336

Shares Held

34.7M

Call Options Held

600

Put Options Held

100K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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