Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Cherry Tree Wealth Management, LLC

$398 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$49.55 - $52.47 $25,369 - $26,864	512 New	512 $26.5 Million

Others Institutions Holding XMLV

# of Institutions

200

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

562K
Shares

$34.1 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$31.4 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

461K
Shares

$27.9 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$26.5 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

386K
Shares

$23.4 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.