Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,452 shares of XMMO stock, worth $696,220. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,452
Previous 2,949
84.88%
Holding current value
$696,220
Previous $336 Million
95.13%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
275Shares Held
11.9MCall Options Held
1.9KPut Options Held
1.3K-
Lpl Financial LLC Fort Mill, SC1.74MShares$223 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.14MShares$146 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$82 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO476KShares$60.8 Million0.05% of portfolio
-
Envestnet Asset Management Inc430KShares$54.9 Million0.02% of portfolio