Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

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 3,500 shares of XMMO stock, worth $404,355. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,500

Holding current value

$404,355

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

381

Shares Held

23.1M

Call Options Held

1.2K

Put Options Held

700

Envestnet Asset Management Inc

3.72M
Shares

$430 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

2.68M
Shares

$310 Million
0.14% of portfolio
Morgan Stanley New York, NY

1.69M
Shares

$195 Million
0.02% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.06M
Shares

$123 Million
0.95% of portfolio
Wells Fargo & Company San Francisco, CA

837K
Shares

$96.7 Million
0.02% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
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Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History