Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 89,549 shares of XMMO stock, worth $11.7 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
89,549
Previous 88,045
1.71%
Holding current value
$11.7 Million
Previous $9.96 Million
15.61%
% of portfolio
1.56%
Previous 1.37%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
368Shares Held
20.1MCall Options Held
3.2KPut Options Held
10.1K-
Lpl Financial LLC Fort Mill, SC2.81MShares$366 Million0.13% of portfolio
-
Morgan Stanley New York, NY1.75MShares$227 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA876KShares$114 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO707KShares$92.1 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN691KShares$90 Million0.02% of portfolio