Obsidian Personal Planning Solutions LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 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 110,735 shares of XMLV stock, worth $6.58 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
110,735
Previous 105,950
4.52%
Holding current value
$6.58 Million
Previous $5.98 Million
2.34%
% of portfolio
3.84%
Previous 3.91%
Shares
9 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