Crestwood Advisors Group, LLC XMHQ Holdings History
Crestwood Advisors Group, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 297,511.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $27.23 Mil. This investment constitutes 0.52% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.58% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2025Q1. And since then Crestwood Advisors Group, LLC has made 1 purchases of XMHQ, at an average price of $97.46, for a total of 297,511.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, Crestwood Advisors Group, LLC's estimated gain on his XMHQ holdings is $615,847.77, reflecting a 2.12% gain to date.
Crestwood Advisors Group, LLC XMHQ ($99.53) Holding Chart
Crestwood Advisors Group, LLC XMHQ ($99.53) 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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