Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 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 78,742 shares of XMHQ stock, worth $8.1 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
78,742
Previous 73,093
7.73%
Holding current value
$8.1 Million
Previous $6.69 Billion
15.63%
% of portfolio
1.89%
Previous 1.86%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
411Shares Held
39MCall Options Held
4.7KPut Options Held
6.9K-
Lpl Financial LLC Fort Mill, SC5.19MShares$534 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$202 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$194 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$189 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$141 Million0.04% of portfolio