Sequent Planning LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Sequent Planning LLC

$276 Billion
Q1 2024

A detailed history of Sequent Planning LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Sequent Planning LLC holds 5,415 shares of XMLV stock, worth $299,070. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,415

Holding current value

$299,070

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$52.35 - $56.4 $283,475 - $305,406	5,415 New	5,415 $305 Million

Others Institutions Holding XMLV

# of Institutions

203

Shares Held

7.83M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

618K
Shares

$34.1 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$28.6 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

466K
Shares

$25.7 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

463K
Shares

$25.6 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

370K
Shares

$20.5 Million
0.17% of portfolio

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

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Sequent Planning LLC Invesco ETF Tr Ii S&P Midcap L Transaction History