Portland Financial Advisors Inc Invesco ETF Tr Ii S&P Midcap L Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 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 $736,999. This represents 1.75% of its overall portfolio holdings.
Number of Shares
11,809
Previous 11,809
-0.0%
Holding current value
$736,999
Previous $729 Million
0.08%
% of portfolio
1.75%
Previous 1.86%
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
224Shares Held
8.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC623KShares$38.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY598KShares$37.3 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.536KShares$33.4 Million0.1% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.3 Million0.44% of portfolio
-
Ubs Group Ag316KShares$19.7 Million0.0% of portfolio