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 $9.89 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
98,615
Previous 99,358
0.75%
Holding current value
$9.89 Million
Previous $10.2 Million
4.73%
% of portfolio
0.77%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
397Shares Held
44MCall Options Held
6.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$535 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$219 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$202 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$190 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$180 Million0.19% of portfolio