Avid Wealth Partners LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Avid Wealth Partners LLC
- $175 Billion
- Q2 2025
A detailed history of Avid Wealth Partners LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Avid Wealth Partners LLC holds 140,478 shares of XMLV stock, worth $8.87 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
140,478
Previous 112,586
24.77%
Holding current value
$8.87 Million
Previous $6.95 Billion
24.67%
% of portfolio
4.96%
Previous 4.71%
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
222Shares Held
8.38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC623KShares$39.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY598KShares$37.8 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.536KShares$33.8 Million0.1% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.7 Million0.44% of portfolio
-
Brookstone Capital Management322KShares$20.4 Million0.3% of portfolio