Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Fiduciary Planning LLC
- $235 Million
- Q4 2024
A detailed history of Fiduciary Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 42,604 shares of XMMO stock, worth $5.15 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
42,604
Previous 45,886
7.15%
Holding current value
$5.15 Million
Previous $5.52 Million
4.69%
% of portfolio
2.24%
Previous 2.51%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
378Shares Held
23MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$450 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$324 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$204 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$129 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$101 Million0.02% of portfolio