Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,047 shares of XMHQ stock, worth $1.04 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
10,047
Previous 15,074
33.35%
Holding current value
$1.04 Million
Previous $1.38 Billion
28.46%
% of portfolio
0.6%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
34.3MCall Options Held
18KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.91MShares$511 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.01MShares$209 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.53MShares$159 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.45MShares$151 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC1.02MShares$106 Million0.13% of portfolio