Johnson & White Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Johnson & White Wealth Management, LLC

  • $178 Million
  • Q1 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 32,020 shares of XMLV stock, worth $1.97 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
32,020
Previous 32,074 0.17%
Holding current value
$1.97 Million
Previous $1.94 Million 1.65%
% of portfolio
1.11%
Previous 1.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$59.15 - $62.71 $3,194 - $3,386
-54 Reduced 0.17%
32,020 $1.98 Million
Q4 2024

Jan 13, 2025
BUY
$60.51 - $65.57 $46,169 - $50,029
763 Added 2.44%
32,074 $1.94 Million
Q3 2024

Oct 03, 2024
BUY
$54.31 - $61.04 $5,539 - $6,226
102 Added 0.33%
31,311 $1.91 Million
Q2 2024

Jul 19, 2024
SELL
$53.37 - $56.94 $800 - $854
-15 Reduced 0.05%
31,209 $1.72 Million
Q1 2024

Apr 10, 2024
SELL
$52.35 - $56.4 $139,617 - $150,418
-2,667 Reduced 7.87%
31,224 $1.76 Million
Q4 2023

Jan 17, 2024
SELL
$47.52 - $53.44 $87,626 - $98,543
-1,844 Reduced 5.16%
33,891 $1.8 Million
Q3 2023

Oct 12, 2023
SELL
$49.13 - $53.93 $110,837 - $121,666
-2,256 Reduced 5.94%
35,735 $1.76 Million
Q2 2023

Jul 25, 2023
BUY
$49.55 - $52.47 $36,667 - $38,827
740 Added 1.99%
37,991 $1.97 Million
Q1 2023

Apr 17, 2023
BUY
$49.86 - $56.95 $1.86 Million - $2.12 Million
37,251 New
37,251 $1.95 Million
Q3 2022

Nov 14, 2022
BUY
$48.04 - $56.34 $1.86 Million - $2.18 Million
38,763 New
38,763 $1.86 Million

Others Institutions Holding XMLV

# of Institutions
214
Shares Held
7.67M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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