Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	SELL	$74.81 - $90.45 $1,571 - $1,899	-21 Reduced 0.6%	3,470 $311,000
Q3 2023 Nov 08, 2023	SELL	$78.48 - $83.27 $28,017 - $29,727	-357 Reduced 9.28%	3,491 $281,000
Q2 2023 Aug 08, 2023	SELL	$72.7 - $79.52 $4,943 - $5,407	-68 Reduced 1.74%	3,848 $305,000
Q1 2023 Apr 24, 2023	SELL	$71.28 - $79.98 $1,425 - $1,599	-20 Reduced 0.51%	3,916 $295,000
Q4 2022 Jan 17, 2023	BUY	$72.14 - $80.8 $1,442 - $1,616	20 Added 0.51%	3,936 $0
Q2 2022 Jul 22, 2022	BUY	$70.2 - $89.17 $1,474 - $1,872	21 Added 0.54%	3,916 $279,000
Q3 2021 Oct 26, 2021	SELL	$81.13 - $88.42 $14,441 - $15,738	-178 Reduced 4.37%	3,895 $328,000
Q2 2021 Jul 27, 2021	BUY	$79.62 - $88.93 $14,172 - $15,829	178 Added 4.57%	4,073 $349,000
Q2 2020 Aug 25, 2020	BUY	$45.9 - $61.96 $178,780 - $241,334	3,895 New	3,895 $231,000
Q2 2020 Aug 11, 2020	BUY	$45.9 - $61.96 $0 - $0	0 New	0 $231,000
Q1 2020 May 11, 2020	SELL	$41.08 - $65.22 $160,006 - $254,031	-3,895 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$57.04 - $61.25 $222,170 - $238,568	3,895 New	3,895 $238,000
Q3 2019 Oct 22, 2019	SELL	$56.76 - $60.28 $221,080 - $234,790	-3,895 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$43.61 - $57.2 $169,860 - $222,794	3,895 New	3,895 $220,000

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

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