Morgan Rosel Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Morgan Rosel Wealth Management, LLC
- $271 Million
- Q2 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 9,878 shares of XMLV stock, worth $586,654. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,878
Previous 8,823
11.96%
Holding current value
$586,654
Previous $497,000
9.66%
% of portfolio
0.2%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding XMLV
# of Institutions
200Shares Held
7.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY562KShares$33.4 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$30.8 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.461KShares$27.4 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC438KShares$26 Million0.01% of portfolio
-
Huntington National Bank Columbus, OH386KShares$22.9 Million0.17% of portfolio