Cornerstone Planning Group LLC Invesco Exchange Traded Fd Tr Transaction History

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$72.14 - $80.8 $862,722 - $966,287	11,959 New	11,959 $906 Million

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

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.