Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,477 shares of XMMO stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,477
Previous 7,969
31.47%
Holding current value
$1.35 Million
Previous $984 Million
21.07%
% of portfolio
0.05%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding XMMO
# of Institutions
361Shares Held
19.4MCall Options Held
2.5KPut Options Held
10.1K-
Lpl Financial LLC Fort Mill, SC2.69MShares$346 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.75MShares$225 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA876KShares$113 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO807KShares$104 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN691KShares$89 Million0.02% of portfolio