Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 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 73,093 shares of XMHQ stock, worth $7.2 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
73,093
Previous 43,964
66.26%
Holding current value
$7.2 Million
Previous $4.33 Billion
54.54%
% of portfolio
1.86%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding XMHQ
# of Institutions
415Shares Held
41.3MCall Options Held
4.7KPut Options Held
6.9K-
Lpl Financial LLC Fort Mill, SC5.19MShares$512 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$194 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$186 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$181 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$135 Million0.04% of portfolio