Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 90,134 shares of XMHQ stock, worth $9.07 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
90,134
Previous 78,742
14.47%
Holding current value
$9.07 Million
Previous $7.74 Billion
22.3%
% of portfolio
2.08%
Previous 1.89%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
421Shares Held
34.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.95MShares$498 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.16MShares$218 Million0.01% of portfolio
-
Vantagepoint Investment Advisers LLC1.51MShares$152 Million1.34% of portfolio
-
Northwestern Mutual Wealth Management CO1.31MShares$132 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$120 Million0.03% of portfolio