Northwest Financial Advisors Invesco ETF Tr Ii S&P Smallcap Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Northwest Financial Advisors holds 2,381 shares of XSHQ stock, worth $91,287. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,381
Previous 1,509
57.79%
Holding current value
$91,287
Previous $60.2 Million
63.05%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XSHQ
# of Institutions
51Shares Held
2.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC779KShares$29.9 Million0.02% of portfolio
-
New York Life Investment Management LLC New York, NY280KShares$10.7 Million0.12% of portfolio
-
Morgan Stanley New York, NY180KShares$6.89 Million0.0% of portfolio
-
Schwallier Wealth Management LLC Grand Rapids, MI154KShares$5.9 Million5.1% of portfolio
-
Breakwater Capital Group Paramus, NJ138KShares$5.31 Million1.43% of portfolio