True Wealth Design, LLC Invesco ETF Fd Tr Invesco S&P Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 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 $89,993. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,665
Previous 1,665
-0.0%
Holding current value
$89,993
Previous $92.3 Million
4.83%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XMVM
# of Institutions
71Shares Held
3.08MCall Options Held
0Put Options Held
0-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE508KShares$27.5 Million1.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC427KShares$23.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$14.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY238KShares$12.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$12 Million0.02% of portfolio