A detailed history of Integrated Wealth Concepts LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,279 shares of XMVM stock, worth $561,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,279
Holding current value
$561,644
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$50.28 - $54.12 $516,828 - $556,299
10,279 New
10,279 $530,000
Q3 2023

Nov 15, 2023

BUY
$45.14 - $48.64 $608,306 - $655,472
13,476 New
13,476 $617,000
Q2 2022

Aug 08, 2022

SELL
$38.89 - $48.03 $396,405 - $489,569
-10,193 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$44.9 - $50.28 $3,143 - $3,519
-70 Reduced 0.68%
10,193 $491,000
Q4 2021

Feb 15, 2022

BUY
$45.32 - $49.86 $134,827 - $148,333
2,975 Added 40.82%
10,263 $501,000
Q3 2021

Nov 15, 2021

BUY
$42.39 - $47.63 $45,357 - $50,964
1,070 Added 17.21%
7,288 $326,000
Q2 2021

Aug 13, 2021

BUY
$43.58 - $48.92 $270,980 - $304,184
6,218 New
6,218 $282,000

Others Institutions Holding XMVM

About INVESCO ETF FD TR INVESCO S&P


  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
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