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 $1.03 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,969
Previous 5,452
46.17%
Holding current value
$1.03 Million
Previous $656 Million
50.08%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
350Shares Held
15.9MCall Options Held
1.2KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC2.68MShares$348 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.14MShares$148 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$83.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO633KShares$82.1 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL537KShares$69.7 Million0.03% of portfolio