Mbm Wealth Consultants, LLC Invesco Exchange Traded Fd Tr Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	BUY	N/A	2,056 New	2,056 $60,000

Others Institutions Holding PUI

# of Institutions

32

Shares Held

660K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

312K
Shares

$12.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

49K
Shares

$1.99 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.87 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.76 Million
1.21% of portfolio
Financial Management Professionals, Inc.

28.5K
Shares

$1.15 Million
0.14% of portfolio

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