Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 89,549 shares of XMMO stock, worth $11.8 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
89,549
Previous 88,045
1.71%
Holding current value
$11.8 Million
Previous $9.96 Million
15.61%
% of portfolio
1.56%
Previous 1.37%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
361Shares Held
19.6MCall Options Held
2.5KPut Options Held
10.1K-
Lpl Financial LLC Fort Mill, SC2.69MShares$355 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.75MShares$231 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA876KShares$116 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO807KShares$107 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN691KShares$91.3 Million0.02% of portfolio