Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Fiduciary Planning LLC
- $235 Million
- Q2 2025
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 38,726 shares of XMMO stock, worth $5.04 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
38,726
Previous 41,387
6.43%
Holding current value
$5.04 Million
Previous $4.68 Million
6.36%
% of portfolio
2.12%
Previous 2.01%
Shares
5 transactions
Others Institutions Holding XMMO
# of Institutions
371Shares Held
20MCall Options Held
3.2KPut Options Held
10.1K-
Lpl Financial LLC Fort Mill, SC2.81MShares$366 Million0.13% of portfolio
-
Morgan Stanley New York, NY1.75MShares$227 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA876KShares$114 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO807KShares$105 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN691KShares$90 Million0.02% of portfolio