Willner & Heller, LLC Invesco Exchange Traded Fd Tr Transaction History

Willner & Heller, LLC

  • $109 Million
  • Q3 2024

A detailed history of Willner & Heller, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Willner & Heller, LLC holds 3,711 shares of XMHQ stock, worth $386,352. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,711
Previous 3,463 7.16%
Holding current value
$386,352
Previous $336,000 13.1%
% of portfolio
0.35%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$94.31 - $103.26 $23,388 - $25,608
248 Added 7.16%
3,711 $380,000
Q2 2024

Jul 19, 2024
BUY
$96.76 - $109.6 $19,545 - $22,139
202 Added 6.19%
3,463 $336,000
Q1 2024

Jul 19, 2024
BUY
$86.47 - $110.05 $58,886 - $74,944
681 Added 26.4%
3,261 $358,000
Q4 2023

Mar 06, 2024
BUY
$75.71 - $89.74 $195,331 - $231,529
2,580 New
2,580 $228,000

Others Institutions Holding XMHQ

# of Institutions
358
Shares Held
39.3M
Call Options Held
6.3K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email