True Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 62,395 shares of XMHQ stock, worth $6.29 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
62,395
Previous 61,346
1.71%
Holding current value
$6.29 Million
Previous $5.61 Million
9.17%
% of portfolio
2.22%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
408Shares Held
38.6MCall Options Held
4.7KPut Options Held
5.5K-
Lpl Financial LLC Fort Mill, SC5.19MShares$523 Million0.19% of portfolio
-
Morgan Stanley New York, NY1.96MShares$198 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO1.89MShares$190 Million0.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.84MShares$185 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.37MShares$138 Million0.04% of portfolio