Whitaker Myers Wealth Managers, Ltd. Invesco ETF Fd Tr Invesco S&P Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 165,624 shares of XMVM stock, worth $9.47 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
165,624
Previous 152,607
8.53%
Holding current value
$9.47 Million
Previous $8.29 Billion
3.22%
% of portfolio
3.16%
Previous 3.5%
Shares
7 transactions
Others Institutions Holding XMVM
# of Institutions
65Shares Held
2.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC387KShares$22.1 Million0.01% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE332KShares$19 Million0.76% of portfolio
-
Morgan Stanley New York, NY225KShares$12.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC209KShares$11.9 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ146KShares$8.37 Million0.02% of portfolio