True Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 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 61,346 shares of XMHQ stock, worth $5.61 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
61,346
Previous 53,415
14.85%
Holding current value
$5.61 Million
Previous $5.26 Million
6.75%
% of portfolio
2.22%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
404Shares Held
43.8MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$489 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$200 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$184 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$173 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$165 Million0.19% of portfolio