Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 150,793 shares of XSHQ stock, worth $6.49 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
150,793
Previous 153,767
1.93%
Holding current value
$6.49 Million
Previous $6.33 Billion
7.43%
% of portfolio
4.76%
Previous 5.1%
Shares
3 transactions
Others Institutions Holding XSHQ
# of Institutions
49Shares Held
2.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$47.4 Million0.02% of portfolio
-
New York Life Investment Management LLC New York, NY510KShares$21.9 Million0.21% of portfolio
-
Breakwater Capital Group Paramus, NJ154KShares$6.64 Million1.36% of portfolio
-
Commonwealth Equity Services, LLC131KShares$5.65 Million0.01% of portfolio
-
Morgan Stanley New York, NY129KShares$5.54 Million0.0% of portfolio