Independent Wealth Network Inc. Invesco Exchange Traded Fd Tr Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,297 shares of XMMO stock, worth $421,026. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,297

Previous 2,643 24.74%

Holding current value

$421,026

Previous $301,000 31.56%

% of portfolio

0.18%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$110.22 - $120.89 $72,083 - $79,062	654 Added 24.74%	3,297 $396,000
Q2 2024 Jul 18, 2024	BUY	$106.61 - $117.53 $9,808 - $10,812	92 Added 3.61%	2,643 $301,000
Q1 2024 May 20, 2024	BUY	$87.09 - $114.86 $222,166 - $293,007	2,551 New	2,551 $293,000
Q4 2023 Jan 12, 2024	SELL	$74.81 - $90.45 $24,986 - $30,210	-334 Reduced 12.72%	2,292 $205,000
Q3 2023 Oct 11, 2023	SELL	$78.48 - $83.27 $11,928 - $12,657	-152 Reduced 5.47%	2,626 $211,000
Q2 2023 Jul 12, 2023	SELL	$72.7 - $79.52 $29,516 - $32,285	-406 Reduced 12.75%	2,778 $220,000
Q1 2023 Apr 18, 2023	SELL	$71.28 - $79.98 $32,860 - $36,870	-461 Reduced 12.65%	3,184 $240,000
Q4 2022 Jan 25, 2023	SELL	$72.14 - $80.8 $33,184 - $37,168	-460 Reduced 11.21%	3,645 $0
Q3 2022 Oct 17, 2022	BUY	$68.65 - $83.42 $1,235 - $1,501	18 Added 0.44%	4,105 $286,000
Q2 2022 Jul 26, 2022	BUY	$70.2 - $89.17 $24,850 - $31,566	354 Added 9.48%	4,087 $291,000
Q1 2022 Apr 20, 2022	BUY	$79.16 - $91.92 $12,744 - $14,799	161 Added 4.51%	3,733 $322,000
Q4 2021 Feb 10, 2022	BUY	$84.73 - $96.52 $5,422 - $6,177	64 Added 1.82%	3,572 $325,000
Q3 2021 Nov 04, 2021	BUY	$81.13 - $88.42 $284,604 - $310,177	3,508 New	3,508 $335,000

Others Institutions Holding XMMO

# of Institutions

275

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Invesco Exchange Traded Fd Tr Transaction History