Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$72.14 - $80.8 $18,035 - $20,200	250 New	250 $18,000

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$226 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$148 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$83.2 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

476K
Shares

$61.7 Million
0.05% of portfolio
Envestnet Asset Management Inc

430K
Shares

$55.7 Million
0.02% of portfolio

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