Congress Wealth Management LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,318 shares of XMLV stock, worth $199,146. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,318Holding current value
$199,146% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XMLV
# of Institutions
214Shares Held
7.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY590KShares$35.4 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.1 Million0.44% of portfolio
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Cambridge Investment Research Advisors, Inc.453KShares$27.2 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC410KShares$24.6 Million0.01% of portfolio
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Brookstone Capital Management344KShares$20.6 Million0.35% of portfolio