Levy Wealth Management Group, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding XMLV
# of Institutions
203Shares Held
7.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY618KShares$34 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$28.5 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.466KShares$25.6 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC463KShares$25.5 Million0.01% of portfolio
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Huntington National Bank Columbus, OH370KShares$20.4 Million0.17% of portfolio