Institute For Wealth Management, Llc. Invesco ETF Fd Tr Invesco S&P Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,149 shares of XMVM stock, worth $562,153. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,149

Previous 10,147 0.02%

Holding current value

$562,153

Previous $523,000 7.46%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$50.67 - $56.52 $101 - $113	2 Added 0.02%	10,149 $562,000
Q2 2024 Jul 25, 2024	BUY	$50.28 - $54.12 $50 - $54	1 Added 0.01%	10,147 $523,000
Q1 2024 Apr 30, 2024	BUY	$48.23 - $54.3 $48 - $54	1 Added 0.01%	10,146 $550,000
Q1 2022 Apr 29, 2022	SELL	$44.9 - $50.28 $2,783 - $3,117	-62 Reduced 0.61%	10,145 $489,000
Q2 2021 Jul 21, 2021	SELL	$43.58 - $48.92 $3,791 - $4,256	-87 Reduced 0.85%	10,207 $463,000
Q1 2020 Apr 29, 2020	SELL	$19.43 - $35.6 $20,595 - $37,736	-1,060 Reduced 9.34%	10,294 $233,000
Q4 2019 Feb 27, 2020	BUY	$30.85 - $35.69 $337,930 - $390,948	10,954 Added 2738.5%	11,354 $400,000
Q4 2019 Jan 27, 2020	SELL	$30.85 - $35.69 $337,930 - $390,948	-10,954 Reduced 96.48%	400 $400,000
Q4 2018 Feb 08, 2019	BUY	N/A	11,354 New	11,354 $313,000

Others Institutions Holding XMVM

# of Institutions

Shares Held

2.82M

Call Options Held

Put Options Held

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About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Invesco ETF Fd Tr Invesco S&P Transaction History