Congress Wealth Management LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 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 3,336 shares of XMLV stock, worth $208,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,336
Previous 3,318 0.54%
Holding current value
$208,199
Previous $204,000 0.49%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$55.57 - $62.73 $1,000 - $1,129
18 Added 0.54%
3,336 $205,000
Q1 2025

May 14, 2025
BUY
$59.15 - $62.71 $196,259 - $208,071
3,318 New
3,318 $204,000

Others Institutions Holding XMLV

# of Institutions
223
Shares Held
8.32M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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