Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 860 shares of XMLV stock, worth $54,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
860
Previous 860
-0.0%
Holding current value
$54,042
Previous $53,000
1.89%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XMLV
# of Institutions
220Shares Held
8.15MCall Options Held
616KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC606KShares$38.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY601KShares$37.8 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.542KShares$34.1 Million0.09% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.6 Million0.44% of portfolio
-
Brookstone Capital Management313KShares$19.7 Million0.28% of portfolio