Org Wealth Partners, LLC Invesco ETF Fd Tr Invesco S&P Transaction History

Org Wealth Partners, LLC

$221 Million
Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Org Wealth Partners, LLC holds 498 shares of XMVM stock, worth $25,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares

498

Holding current value

$25,213

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$51.6 - $58.13 $25,696 - $28,948	498 New	498 $26,000

Others Institutions Holding XMVM

# of Institutions

Shares Held

3.09M

Call Options Held

Put Options Held

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

508K
Shares

$25.7 Million
1.06% of portfolio
Lpl Financial LLC Fort Mill, SC

414K
Shares

$21 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

267K
Shares

$13.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

237K
Shares

$12 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

223K
Shares

$11.3 Million
0.02% of portfolio

View Full List

About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
Sector ETFs
Industry ETFs

More about XMVM

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Org Wealth Partners, LLC Invesco ETF Fd Tr Invesco S&P Transaction History