Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Pcg Wealth Advisors, LLC
- $257 Million
- Q4 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 50,877 shares of XMHQ stock, worth $4.7 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
50,877
Previous 47,056
8.12%
Holding current value
$4.7 Million
Previous $4.83 Million
3.77%
% of portfolio
1.95%
Previous 1.95%
Shares
13 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
44.4MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$493 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$201 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$186 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$175 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$166 Million0.19% of portfolio