Wj Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Wj Wealth Management, LLC

  • $249 Million
  • Q1 2024

A detailed history of Wj Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Wj Wealth Management, LLC holds 68,734 shares of XSHQ stock, worth $2.67 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
68,734
Previous 110,142 37.6%
Holding current value
$2.67 Million
Previous $4.39 Million 35.56%
% of portfolio
1.14%
Previous 1.91%

Shares

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

Apr 17, 2024
SELL
$37.97 - $41.18 $1.57 Million - $1.71 Million
-41,408 Reduced 37.6%
68,734 $2.83 Million
Q4 2023

Jan 12, 2024
BUY
$33.63 - $40.52 $3.7 Million - $4.46 Million
110,142 New
110,142 $4.39 Million

Others Institutions Holding XSHQ

# of Institutions
51
Shares Held
2.39M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

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