Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History

Schwallier Wealth Management LLC

$124 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSHQ

# of Institutions

51

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

779K
Shares

$30.2 Million
0.02% of portfolio
New York Life Investment Management LLC New York, NY

280K
Shares

$10.9 Million
0.12% of portfolio
Morgan Stanley New York, NY

180K
Shares

$6.97 Million
0.0% of portfolio
Breakwater Capital Group Paramus, NJ

138K
Shares

$5.37 Million
1.43% of portfolio
Foundry Financial Group, Inc. Laconia, NH

132K
Shares

$5.13 Million
3.89% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

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