Sheets Smith Wealth Management Invesco ETF Tr Ii S&P Midcap L Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Sheets Smith Wealth Management holds 13,331 shares of XMLV stock, worth $827,321. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,331
Previous 12,521
6.47%
Holding current value
$827,321
Previous $764,000
6.02%
% of portfolio
0.1%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding XMLV
# of Institutions
219Shares Held
7.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY576KShares$35.8 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.2 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.450KShares$27.9 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC394KShares$24.4 Million0.01% of portfolio
-
Brookstone Capital Management342KShares$21.2 Million0.35% of portfolio