Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $749 Million
- Q1 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 36,877 shares of XMMO stock, worth $4.2 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
36,877
Previous 36,845
0.09%
Holding current value
$4.2 Million
Previous $4.55 Million
8.31%
% of portfolio
0.56%
Previous 0.59%
Shares
28 transactions
Others Institutions Holding XMMO
# of Institutions
376Shares Held
23.3MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$424 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$305 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$193 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$121 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$95.4 Million0.02% of portfolio