Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
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 36,845 shares of XMMO stock, worth $4.47 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
36,845
Previous 37,162
0.85%
Holding current value
$4.47 Million
Previous $4.47 Million
1.79%
% of portfolio
0.59%
Previous 0.58%
Shares
27 transactions
Others Institutions Holding XMMO
# of Institutions
380Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$451 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$325 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$205 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$129 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$101 Million0.02% of portfolio