One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024

A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,765 shares of XMHQ stock, worth $439,857. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,765
Previous 2,474 92.6%
Holding current value
$439,857
Previous $254,000 84.65%
% of portfolio
0.19%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$98.47 - $109.35 $225,594 - $250,520
2,291 Added 92.6%
4,765 $469,000
Q3 2024

Nov 07, 2024
BUY
$94.31 - $103.26 $233,322 - $255,465
2,474 New
2,474 $254,000

Others Institutions Holding XMHQ

# of Institutions
406
Shares Held
44.4M
Call Options Held
4.2K
Put Options Held
100
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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