Atlas Private Wealth Management, LLC XMHQ Holdings History
Atlas Private Wealth Management, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 60,705.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $6.68 Mil. This investment constitutes 2.81% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q4. And since then Atlas Private Wealth Management, LLC has made 2 purchases of XMHQ, at an average price of $83.25, for a total of 60,705.00 shares. Based on historical transaction data and XMHQ's current price of $96.61, Atlas Private Wealth Management, LLC's estimated gain on his XMHQ holdings is $811,013.70, reflecting a 16.05% gain to date.
Atlas Private Wealth Management, LLC XMHQ ($96.61) Holding Chart
Atlas Private Wealth Management, LLC XMHQ ($96.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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