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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,150 shares of XMLV stock, worth $376,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,150
Previous 6,029 2.01%
Holding current value
$376,687
Previous $368,000 1.63%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$60.51 - $65.57 $7,321 - $7,933
121 Added 2.01%
6,150 $374,000
Q3 2024

Nov 12, 2024
SELL
$54.31 - $61.04 $10,644 - $11,963
-196 Reduced 3.15%
6,029 $368,000
Q2 2024

Aug 14, 2024
SELL
$53.37 - $56.94 $10,407 - $11,103
-195 Reduced 3.04%
6,225 $343,000
Q1 2024

May 09, 2024
SELL
$52.35 - $56.4 $37,639 - $40,551
-719 Reduced 10.07%
6,420 $362,000
Q4 2023

Feb 08, 2024
SELL
$47.52 - $53.44 $70,234 - $78,984
-1,478 Reduced 17.15%
7,139 $379,000
Q3 2023

Nov 07, 2023
BUY
$49.13 - $53.93 $63,082 - $69,246
1,284 Added 17.51%
8,617 $423,000
Q2 2023

Aug 10, 2023
BUY
$49.55 - $52.47 $94,690 - $100,270
1,911 Added 35.25%
7,333 $379,000
Q4 2022

Feb 13, 2023
SELL
$48.1 - $55.93 $7,215 - $8,389
-150 Reduced 2.69%
5,422 $290,000
Q2 2022

Aug 16, 2022
SELL
$49.21 - $57.04 $126,469 - $146,592
-2,570 Reduced 31.56%
5,572 $286,000
Q1 2022

Feb 08, 2024
BUY
$52.6 - $58.44 $14,885 - $16,538
283 Added 3.96%
7,422 $414,000
Q4 2021

Feb 17, 2022
SELL
$53.05 - $58.54 $131,033 - $144,593
-2,470 Reduced 23.28%
8,142 $476,000
Q3 2021

Dec 03, 2021
SELL
$52.52 - $55.82 $15,756 - $16,746
-300 Reduced 2.75%
10,612 $557,000
Q2 2021

Aug 17, 2021
BUY
$52.66 - $54.94 $9,742 - $10,163
185 Added 1.72%
10,912 $587,000
Q1 2021

May 24, 2021
SELL
$47.42 - $52.93 $69,185 - $77,224
-1,459 Reduced 11.97%
10,727 $570,000
Q4 2020

Feb 16, 2021
SELL
$41.61 - $48.12 $40,819 - $47,205
-981 Reduced 7.45%
12,186 $586,000
Q3 2020

Nov 19, 2020
BUY
$40.45 - $44.44 $161,395 - $177,315
3,990 Added 43.48%
13,167 $549,000
Q2 2020

Aug 14, 2020
SELL
$37.04 - $44.83 $101,600 - $122,968
-2,743 Reduced 23.01%
9,177 $380,000
Q1 2020

May 11, 2020
BUY
$33.01 - $55.48 $96,620 - $162,389
2,927 Added 32.55%
11,920 $475,000
Q4 2019

Jan 31, 2020
BUY
$51.51 - $54.17 $463,229 - $487,150
8,993 New
8,993 $484,000

Others Institutions Holding XMLV

# of Institutions
215
Shares Held
7.16M
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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