Portland Financial Advisors Inc Invesco ETF Tr Ii S&P Midcap L Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Portland Financial Advisors Inc holds 11,809 shares of XMLV stock, worth $730,386. This represents 1.86% of its overall portfolio holdings.
Number of Shares
11,809
Previous 12,106
2.45%
Holding current value
$730,386
Previous $736 Million
1.01%
% of portfolio
1.86%
Previous 1.98%
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
214Shares Held
7.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY590KShares$36.5 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.1 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.453KShares$28 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC410KShares$25.3 Million0.01% of portfolio
-
Brookstone Capital Management344KShares$21.2 Million0.35% of portfolio