Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 7,969 shares of XMMO stock, worth $908,466. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,969
Previous 5,452
46.17%
Holding current value
$908,466
Previous $656 Million
50.08%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
381Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$424 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$305 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$193 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$121 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$95.4 Million0.02% of portfolio