Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 3,100 shares of XMMO stock, worth $415,772. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,100
Previous 3,500 11.43%
Holding current value
$415,772
Previous $450 Million 6.88%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$128.6 - $136.01 $51,440 - $54,404
-400 Reduced 11.43%
3,100 $419 Million
Q4 2024

Jan 24, 2025
BUY
$119.61 - $136.3 $418,635 - $477,050
3,500 New
3,500 $432 Million

Others Institutions Holding XMMO

# of Institutions
390
Shares Held
22.9M
Call Options Held
1.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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