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 $100,965. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,665
Previous 1,665
-0.0%
Holding current value
$100,965
Previous $92.6 Million
10.79%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XMVM
# of Institutions
73Shares Held
3.22MCall Options Held
0Put Options Held
0-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE521KShares$31.6 Million1.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC446KShares$27 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC260KShares$15.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY229KShares$13.9 Million0.0% of portfolio
-
Whitaker Myers Wealth Managers, Ltd. Mansfield, OH228KShares$13.8 Million3.06% of portfolio