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

Lwm Advisory Services, LLC

  • $145 Million
  • Q1 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 21,730 shares of XMHQ stock, worth $2.08 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
21,730
Previous 17,713 22.68%
Holding current value
$2.08 Million
Previous $1.57 Million 52.2%
% of portfolio
1.65%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
279
Shares Held
29.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
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