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

Lwm Advisory Services, LLC

$139 Million
Q4 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 20,999 shares of XMHQ stock, worth $2 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

20,999

Previous 24,511 14.33%

Holding current value

$2 Million

Previous $2.51 Million 17.78%

% of portfolio

1.49%

Previous 1.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

405

Shares Held

44.3M

Call Options Held

4.2K

Put Options Held

100

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