Optivise Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History

Optivise Advisory Services LLC

$190 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 14, 2024	BUY	$106.61 - $117.53 $2.3 Million - $2.53 Million	21,534 New	21,534 $2.45 Billion

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$218 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$143 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$80.1 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

476K
Shares

$59.4 Million
0.05% of portfolio
Envestnet Asset Management Inc

430K
Shares

$53.6 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.