Comprehensive Financial Planning, Inc./Pa Invesco ETF Tr Ii S&P Midcap L Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 456 shares of XMLV stock, worth $28,372. This represents 0.03% of its overall portfolio holdings.
Number of Shares
456
Previous 453
0.66%
Holding current value
$28,372
Previous $27.5 Million
2.33%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
215Shares Held
7.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY590KShares$36.7 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.3 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.453KShares$28.2 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC410KShares$25.5 Million0.01% of portfolio
-
Brookstone Capital Management344KShares$21.4 Million0.35% of portfolio