True Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 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 51,473 shares of XMHQ stock, worth $5.35 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
51,473
Previous 62,395
17.5%
Holding current value
$5.35 Million
Previous $6.13 Million
11.86%
% of portfolio
1.86%
Previous 2.22%
Shares
5 transactions
Others Institutions Holding XMHQ
# of Institutions
407Shares Held
34.3MCall Options Held
18KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.91MShares$511 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.01MShares$209 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.53MShares$159 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.45MShares$151 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.01MShares$105 Million0.04% of portfolio