Whitaker Myers Wealth Managers, Ltd. Invesco ETF Fd Tr Invesco S&P Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $301 Billion
- Q3 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 173,806 shares of XMVM stock, worth $9.63 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
173,806
Previous 165,624
4.94%
Holding current value
$9.63 Million
Previous $8.55 Billion
12.63%
% of portfolio
3.2%
Previous 3.16%
Shares
8 transactions
Others Institutions Holding XMVM
# of Institutions
65Shares Held
2.82MCall Options Held
0Put Options Held
0-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE498KShares$27.6 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC399KShares$22.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC257KShares$14.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$12.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY222KShares$12.3 Million0.0% of portfolio