Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 4,242 shares of XMMO stock, worth $480,364. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,242

Previous 3,356 26.4%

Holding current value

$480,364

Previous $301,000 61.79%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$87.09 - $114.86 $77,161 - $101,765	886 Added 26.4%	4,242 $487,000
Q4 2023 Feb 06, 2024	BUY	$74.81 - $90.45 $299 - $361	4 Added 0.12%	3,356 $301,000
Q3 2023 Nov 08, 2023	BUY	$78.48 - $83.27 $470 - $499	6 Added 0.18%	3,352 $269,000
Q2 2023 Aug 09, 2023	SELL	$72.7 - $79.52 $13,304 - $14,552	-183 Reduced 5.19%	3,346 $266,000
Q1 2023 May 09, 2023	SELL	$71.28 - $79.98 $22,809 - $25,593	-320 Reduced 8.31%	3,529 $266,000

Q4 2022 Feb 03, 2023	SELL	$74.16 - $80.8 $1,483 - $1,616	-20 Reduced 0.52%	3,849 $290,000
Q3 2022 Nov 07, 2022	SELL	$69.9 - $83.42 $190,966 - $227,903	-2,732 Reduced 41.39%	3,869 $270,000
Q2 2022 Jul 22, 2022	SELL	$70.2 - $89.17 $151,632 - $192,607	-2,160 Reduced 24.65%	6,601 $470,000
Q1 2022 Apr 18, 2022	SELL	$79.16 - $91.92 $100,137 - $116,278	-1,265 Reduced 12.62%	8,761 $756,000
Q4 2021 Jan 14, 2022	BUY	$84.73 - $96.52 $30,587 - $34,843	361 Added 3.74%	10,026 $912,000
Q3 2021 Oct 22, 2021	SELL	$81.13 - $88.42 $10,222 - $11,140	-126 Reduced 1.29%	9,665 $813,000
Q2 2021 Jul 26, 2021	BUY	$79.62 - $88.93 $159 - $177	2 Added 0.02%	9,791 $838,000
Q1 2021 May 21, 2021	BUY	$77.23 - $88.03 $756,004 - $861,725	9,789 New	9,789 $820,000

Others Institutions Holding XMMO

# of Institutions

214

Shares Held

11.7M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

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Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History