Ullmann Wealth Partners Group, LLC Invesco ETF Fd Tr Invesco S&P Transaction History

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 5,283 shares of XMVM stock, worth $318,617. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,283
Previous 5,283 -0.0%
Holding current value
$318,617
Previous $293,000 10.92%
% of portfolio
0.04%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023
BUY
$41.53 - $49.14 $332 - $393
8 Added 0.15%
5,283 $230,000
Q4 2022

Jan 18, 2023
BUY
$39.91 - $47.11 $239 - $282
6 Added 0.11%
5,275 $0
Q3 2022

Oct 12, 2022
BUY
$38.33 - $46.2 $306 - $369
8 Added 0.15%
5,269 $204,000
Q3 2021

Oct 19, 2021
SELL
$42.39 - $47.63 $5,256 - $5,906
-124 Reduced 2.3%
5,261 $235,000
Q1 2021

Apr 14, 2021
BUY
$35.8 - $45.28 $192,782 - $243,832
5,385 New
5,385 $240,000
Q4 2020

Jan 15, 2021
SELL
$28.58 - $36.93 $214,064 - $276,605
-7,490 Closed
0 $0
Q3 2020

Oct 19, 2020
SELL
$25.44 - $30.44 $18,113 - $21,673
-712 Reduced 8.68%
7,490 $212,000
Q2 2020

Jul 13, 2020
BUY
$20.78 - $30.61 $170,437 - $251,063
8,202 New
8,202 $221,000
Q1 2020

Apr 09, 2020
SELL
$19.43 - $35.6 $163,367 - $299,324
-8,408 Closed
0 $0
Q3 2019

Oct 08, 2019
SELL
$31.69 - $33.12 $22,753 - $23,780
-718 Reduced 7.87%
8,408 $272,000
Q2 2019

Jul 11, 2019
SELL
N/A
-707 Reduced 7.19%
9,126 $299,000
Q4 2018

Jan 14, 2019
SELL
N/A
-178 Reduced 1.78%
9,833 $271,000
Q3 2018

Nov 06, 2018
SELL
N/A
-551 Reduced 5.22%
10,011 $313,000
Q2 2018

Aug 07, 2018
BUY
N/A
10,562 New
10,562 $327,000

Others Institutions Holding XMVM

# of Institutions
73
Shares Held
3.31M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF FD TR INVESCO S&P

XMVM Quotes by TradingView
  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email