Whitaker Myers Wealth Managers, Ltd. Invesco Exchange Traded Fd Tr Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 6,663 shares of XMHQ stock, worth $609,797. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,663

Previous 6,757 1.39%

Holding current value

$609,797

Previous $693 Million 5.33%

% of portfolio

0.19%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$98.47 - $109.35 $9,256 - $10,278	-94 Reduced 1.39%	6,663 $656 Million
Q3 2024 Oct 18, 2024	BUY	$94.31 - $103.26 $2,357 - $2,581	25 Added 0.37%	6,757 $693 Million
Q2 2024 Jul 26, 2024	BUY	$96.76 - $109.6 $40,058 - $45,374	414 Added 6.55%	6,732 $653 Million
Q1 2024 Apr 12, 2024	BUY	$86.47 - $110.05 $3,458 - $4,402	40 Added 0.64%	6,318 $695 Million
Q4 2023 Jan 12, 2024	BUY	$75.71 - $89.74 $12,567 - $14,896	166 Added 2.72%	6,278 $557 Million
Q3 2023 Oct 05, 2023	BUY	$78.95 - $85.08 $47,370 - $51,048	600 Added 10.89%	6,112 $492 Million
Q2 2023 Jul 13, 2023	BUY	$71.58 - $80.71 $36,219 - $40,839	506 Added 10.11%	5,512 $445 Million
Q1 2023 Apr 21, 2023	BUY	$68.44 - $77.13 $19,984 - $22,521	292 Added 6.19%	5,006 $367 Million
Q4 2022 Apr 21, 2023	BUY	$64.25 - $74.4 $302,874 - $350,721	4,714 New	4,714 $326 Million

Others Institutions Holding XMHQ

# of Institutions

407

Shares Held

43.6M

Call Options Held

4.2K

Put Options Held

100

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

Whitaker Myers Wealth Managers, Ltd. Invesco Exchange Traded Fd Tr Transaction History