True Wealth Design, LLC Invesco ETF Fd Tr Invesco S&P Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, True Wealth Design, LLC holds 1,665 shares of XMVM stock, worth $100,416. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,665
Previous 1,665
-0.0%
Holding current value
$100,416
Previous $92.6 Million
10.79%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XMVM
# of Institutions
73Shares Held
3.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC545KShares$32.8 Million0.01% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE508KShares$30.6 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC261KShares$15.7 Million0.0% of portfolio
-
Whitaker Myers Wealth Managers, Ltd. Mansfield, OH228KShares$13.7 Million3.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$13.4 Million0.02% of portfolio