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 $318,406. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,283
Previous 5,283 -0.0%
Holding current value
$318,406
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
74
Shares Held
3.16M
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
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