Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,676 shares of XMMO stock, worth $219,790. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,676
Previous 1,676
-0.0%
Holding current value
$219,790
Previous $201,000
2.99%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
332Shares Held
13.7MCall Options Held
1.2KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC1.74MShares$229 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.14MShares$150 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$84.2 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO476KShares$62.4 Million0.05% of portfolio
-
Money Concepts Capital Corp437KShares$57.3 Million4.27% of portfolio