A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,339 shares of XMVM stock, worth $72,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,339
Previous 2,210 39.41%
Holding current value
$72,560
Previous $111,000 35.14%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$48.23 - $54.3 $42,008 - $47,295
-871 Reduced 39.41%
1,339 $72,000
Q4 2023

Feb 12, 2024

BUY
$42.65 - $50.95 $37,148 - $44,377
871 Added 65.05%
2,210 $111,000
Q1 2023

May 15, 2023

SELL
$41.53 - $49.14 $1,412 - $1,670
-34 Reduced 2.48%
1,339 $58,000
Q4 2022

Feb 15, 2023

BUY
$43.17 - $47.11 $1,467 - $1,601
34 Added 2.54%
1,373 $60,000
Q2 2019

Jul 25, 2019

BUY
N/A
1,339 New
1,339 $44,000
Q4 2018

Jan 15, 2019

SELL
N/A
-1,339 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
1,339 New
1,339 $42,000

Others Institutions Holding XMVM

About INVESCO ETF FD TR INVESCO S&P


  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
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