Golden State Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 55 shares of XMMO stock, worth $6,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 41,589 99.87%

Holding current value

$6,653

Previous $3.59 Million 89.25%

% of portfolio

0.0%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$119.61 - $136.3 $4.97 Million - $5.66 Million	-41,534 Reduced 99.87%	55 $6.79 Million
Q1 2022 May 19, 2022	BUY	$79.16 - $91.92 $3.29 Million - $3.82 Million	41,589 New	41,589 $3.59 Million
Q1 2022 May 16, 2022	SELL	$79.16 - $91.92 $2.21 Million - $2.57 Million	-27,944 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$84.73 - $96.52 $140,397 - $159,933	1,657 Added 6.3%	27,944 $2.54 Million
Q3 2021 Nov 15, 2021	BUY	$81.13 - $88.42 $83,969 - $91,514	1,035 Added 4.1%	26,287 $2.21 Million
Q2 2021 Aug 12, 2021	BUY	$79.62 - $88.93 $2.01 Million - $2.25 Million	25,252 New	25,252 $2.16 Million
Q2 2020 Aug 11, 2020	SELL	$45.9 - $61.96 $3,534 - $4,770	-77 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$41.08 - $65.22 $3,163 - $5,021	77 New	77 $4,000

Others Institutions Holding XMMO

# of Institutions

376

Shares Held

23M

Call Options Held

1.2K

Put Options Held

700

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

Golden State Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History