Iron Oak Wealth Llc. Invesco ETF Tr Ii S&P Midcap L Transaction History

Iron Oak Wealth Llc.

$89.3 Billion
Q4 2024

A detailed history of Iron Oak Wealth Llc. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Iron Oak Wealth Llc. holds 16,411 shares of XMLV stock, worth $984,988. This represents 1.12% of its overall portfolio holdings.

Number of Shares

16,411

Holding current value

$984,988

% of portfolio

1.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$60.51 - $65.57 $993,029 - $1.08 Million	16,411 New	16,411 $998 Million

Others Institutions Holding XMLV

# of Institutions

217

Shares Held

7.42M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

576K
Shares

$34.6 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$31.1 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

453K
Shares

$27.2 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

410K
Shares

$24.6 Million
0.01% of portfolio
Brookstone Capital Management

344K
Shares

$20.6 Million
0.35% of portfolio

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

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Iron Oak Wealth Llc. Invesco ETF Tr Ii S&P Midcap L Transaction History