Liberty Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$110.9 - $132.93 $6.25 Million - $7.49 Million	56,359 New	56,359 $6.41 Million

Others Institutions Holding XMMO

# of Institutions

388

Shares Held

23.3M

Call Options Held

1.9K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.12M
Shares

$418 Million
0.13% of portfolio
Morgan Stanley New York, NY

1.86M
Shares

$249 Million
0.02% of portfolio
Vantagepoint Investment Advisers LLC

1.2M
Shares

$161 Million
1.38% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.12M
Shares

$151 Million
0.19% of portfolio
Wells Fargo & Company San Francisco, CA

933K
Shares

$125 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.