Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 98,615 shares of XMHQ stock, worth $9.99 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
98,615
Previous 99,358 0.75%
Holding current value
$9.99 Million
Previous $10.2 Million 4.73%
% of portfolio
0.77%
Previous 0.92%

Shares

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

Jan 15, 2025
SELL
$98.47 - $109.35 $73,163 - $81,247
-743 Reduced 0.75%
98,615 $9.71 Million
Q3 2024

Oct 17, 2024
BUY
$94.31 - $103.26 $8.76 Million - $9.59 Million
92,888 Added 1435.67%
99,358 $10.2 Million
Q2 2024

Jul 12, 2024
BUY
$96.76 - $109.6 $626,037 - $709,112
6,470 New
6,470 $627,000

Others Institutions Holding XMHQ

# of Institutions
374
Shares Held
40.3M
Call Options Held
6.2K
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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