Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 13,412 shares of XMHQ stock, worth $1.29 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,412
Previous 8,152 64.52%
Holding current value
$1.29 Million
Previous $723,000 104.01%
% of portfolio
0.1%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$86.47 - $110.05 $454,832 - $578,863
5,260 Added 64.52%
13,412 $1.48 Million
Q4 2023

Jan 23, 2024
BUY
$75.71 - $89.74 $615,522 - $729,586
8,130 Added 36954.55%
8,152 $723,000
Q2 2023

Jul 24, 2023
BUY
$71.58 - $80.71 $1,574 - $1,775
22 New
22 $1,000

Others Institutions Holding XMHQ

# of Institutions
277
Shares Held
29.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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