Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
214Shares Held
11.7MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.44MShares$163 Million0.09% of portfolio
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Envestnet Asset Management Inc1.28MShares$144 Million0.06% of portfolio
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Tredje Ap Fonden1.13MShares$128 Million1.36% of portfolio
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Morgan Stanley New York, NY806KShares$91 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC468KShares$52.9 Million0.15% of portfolio