Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

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 115,593 shares of XMHQ stock, worth $11.6 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares

115,593

Previous 112,383 2.86%

Holding current value

$11.6 Million

Previous $11.5 Billion 1.26%

% of portfolio

8.66%

Previous 8.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$98.47 - $109.35 $316,088 - $351,013	3,210 Added 2.86%	115,593 $11.4 Billion
Q3 2024 Nov 07, 2024	BUY	$94.31 - $103.26 $614,146 - $672,429	6,512 Added 6.15%	112,383 $11.5 Billion
Q2 2024 Aug 13, 2024	BUY	$96.76 - $109.6 $281,668 - $319,045	2,911 Added 2.83%	105,871 $10.3 Billion
Q1 2024 May 14, 2024	SELL	$86.47 - $110.05 $850,345 - $1.08 Million	-9,834 Reduced 8.72%	102,960 $11.3 Billion
Q4 2023 Feb 14, 2024	BUY	$75.71 - $89.74 $8.54 Million - $10.1 Million	112,794 New	112,794 $10 Billion

Others Institutions Holding XMHQ

# of Institutions

409

Shares Held

38.9M

Call Options Held

4.7K

Put Options Held

5.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History