PRECEDENT WEALTH PARTNERS, LLC XMHQ Holdings History
PRECEDENT WEALTH PARTNERS, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 73,093.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $6.69 Mil. This investment constitutes 1.86% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.13% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2024Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 2 purchases of XMHQ, at an average price of $101.13, for a total of 73,093.00 shares. Based on historical transaction data and XMHQ's current price of $99.96, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his XMHQ holdings is $-85,447.90, reflecting a -1.16% gain to date.
PRECEDENT WEALTH PARTNERS, LLC XMHQ ($99.96) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC XMHQ ($99.96) 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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