Triad Wealth Partners, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$53.37 - $56.94 $14,730 - $15,715	276 New	276 $15.2 Million

Others Institutions Holding XMLV

# of Institutions

201

Shares Held

7.82M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

562K
Shares

$34.2 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$31.5 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

462K
Shares

$28.1 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$26.6 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

386K
Shares

$23.5 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

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