LWM Advisory Services, LLC XMHQ Holdings History
LWM Advisory Services, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 13,970.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $1.28 Mil. This investment constitutes 0.89% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.03% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q3. And since then LWM Advisory Services, LLC has made 3 purchases of XMHQ, at an average price of $88.52, for a total of 26,352.00 shares. In addition, there have been 4 sales at an average price of $99.37 for 12,382.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, LWM Advisory Services, LLC's estimated gain on his XMHQ holdings is $288,187.36, reflecting a 12.35% gain to date.
LWM Advisory Services, LLC XMHQ ($99.53) Holding Chart
LWM Advisory Services, 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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