Sea Crest Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,123 shares of XSHQ stock, worth $363,098. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,123
Previous 8,172 0.6%
Holding current value
$363,098
Previous $317,000 10.73%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$38.22 - $43.47 $1,872 - $2,130
-49 Reduced 0.6%
8,123 $351,000
Q2 2024

Jul 19, 2024
BUY
$38.4 - $40.81 $844 - $897
22 Added 0.27%
8,172 $317,000
Q1 2024

Apr 18, 2024
SELL
$37.97 - $41.18 $14,770 - $16,019
-389 Reduced 4.56%
8,150 $335,000
Q4 2023

Jan 18, 2024
BUY
$33.63 - $40.52 $287,166 - $346,000
8,539 New
8,539 $340,000

Others Institutions Holding XSHQ

# of Institutions
63
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
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