Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,235 shares of XMMO stock, worth $1.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,235

Previous 3,676 124.02%

Holding current value

$1.06 Million

Previous $419,000 136.28%

% of portfolio

0.06%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$110.22 - $120.89 $502,492 - $551,137	4,559 Added 124.02%	8,235 $990,000
Q2 2024 Jul 29, 2024	BUY	$106.61 - $117.53 $391,898 - $432,040	3,676 New	3,676 $419,000
Q4 2021 Feb 03, 2022	SELL	$84.73 - $96.52 $26,181 - $29,824	-309 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$81.13 - $88.42 $547,465 - $596,658	-6,748 Reduced 95.62%	309 $25,000
Q2 2021 Jul 28, 2021	BUY	$79.62 - $88.93 $159 - $177	2 Added 0.03%	7,057 $604,000
Q1 2021 Apr 26, 2021	BUY	$77.23 - $88.03 $308 - $352	4 Added 0.06%	7,055 $591,000
Q4 2020 Feb 09, 2021	BUY	$67.23 - $79.47 $463,349 - $547,707	6,892 Added 4334.59%	7,051 $551,000
Q3 2020 Nov 10, 2020	SELL	$59.07 - $67.94 $9,214 - $10,598	-156 Reduced 49.52%	159 $11.3 Million
Q4 2019 Feb 14, 2020	BUY	$57.04 - $61.25 $17,967 - $19,293	315 New	315 $19,000

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History