One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025

A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,016 shares of XMMO stock, worth $270,385. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,016
Previous 2,034 0.88%
Holding current value
$270,385
Previous $262,000 3.82%
% of portfolio
0.15%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$128.6 - $136.01 $2,314 - $2,448
-18 Reduced 0.88%
2,016 $272,000
Q2 2025

Aug 06, 2025
BUY
$101.93 - $128.63 $207,325 - $261,633
2,034 New
2,034 $262,000

Others Institutions Holding XMMO

# of Institutions
389
Shares Held
23.3M
Call Options Held
1.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMMO Quotes by TradingView
  • Ticker XMMO
  • Sector ETFs
  • Industry ETFs
More about XMMO
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email