Janiczek Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 4,441 shares of XMLV stock, worth $275,342. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,441
Previous 5,701
22.1%
Holding current value
$275,342
Previous $321,000
23.68%
% of portfolio
0.05%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding XMLV
# of Institutions
203Shares Held
7.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$35.2 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.1 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.462KShares$28.6 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$24.6 Million0.01% of portfolio
-
Brookstone Capital Management342KShares$21.2 Million0.35% of portfolio