Optimum Investment Advisors Invesco Exchange Traded Fd Tr Transaction History

Optimum Investment Advisors

$222 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	BUY	$67.23 - $79.47 $67 - $79	1 Added 2.44%	42 $3,000
Q3 2019 Oct 17, 2019	BUY	$56.76 - $60.28 $2,327 - $2,471	41 New	41 $2,000

Others Institutions Holding XMMO

# of Institutions

374

Shares Held

22.4M

Call Options Held

1.2K

Put Options Held

700

Envestnet Asset Management Inc

3.72M
Shares

$477 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

2.68M
Shares

$344 Million
0.14% of portfolio
Morgan Stanley New York, NY

1.69M
Shares

$217 Million
0.02% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.06M
Shares

$136 Million
0.95% of portfolio
Wells Fargo & Company San Francisco, CA

837K
Shares

$107 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
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