Ullmann Wealth Partners Group, LLC Invesco ETF Fd Tr Invesco S&P Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
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 $268,587. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,283
Previous 5,283
-0.0%
Holding current value
$268,587
Previous $265,000
7.92%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding XMVM
# of Institutions
57Shares Held
2.25MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC409KShares$20.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY228KShares$11.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN214KShares$10.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$10.3 Million0.0% of portfolio
-
Whitaker Myers Wealth Managers, Ltd. Mansfield, OH153KShares$7.76 Million3.5% of portfolio