Obsidian Personal Planning Solutions LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 120,459 shares of XMLV stock, worth $7.62 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
120,459
Previous 110,735
8.78%
Holding current value
$7.62 Million
Previous $6.12 Million
20.23%
% of portfolio
3.63%
Previous 3.84%
Shares
10 transactions
Others Institutions Holding XMLV
# of Institutions
202Shares Held
7.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$36 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.8 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.462KShares$29.2 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$25.1 Million0.01% of portfolio
-
Brookstone Capital Management356KShares$22.5 Million0.36% of portfolio