Schrum Private Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 2,300 shares of XMHQ stock, worth $204,493. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,300
Previous 4,600 50.0%
Holding current value
$204,493
Previous $471,000 52.02%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Feb 06, 2025
SELL
$98.47 - $109.35 $226,481 - $251,505
-2,300 Reduced 50.0%
2,300 $226,000
Q3 2024

Nov 05, 2024
BUY
$94.31 - $103.26 $216,913 - $237,498
2,300 Added 100.0%
4,600 $471,000
Q4 2023

Jan 25, 2024
BUY
$75.71 - $89.74 $174,133 - $206,402
2,300 New
2,300 $204,000

Others Institutions Holding XMHQ

# of Institutions
405
Shares Held
43.8M
Call Options Held
4.2K
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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