Valley Forge Investment Consultants Inc Adv Invesco ETF Tr Ii S&P Midcap L Transaction History

Valley Forge Investment Consultants Inc Adv

$285 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$53.05 - $58.54 $271,191 - $299,256	-5,112 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$52.66 - $54.94 $269,197 - $280,853	5,112 New	5,112 $273,000

Others Institutions Holding XMLV

# of Institutions

202

Shares Held

7.26M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

568K
Shares

$35.5 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$32.4 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

462K
Shares

$28.9 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

397K
Shares

$24.8 Million
0.01% of portfolio
Brookstone Capital Management

356K
Shares

$22.3 Million
0.36% of portfolio

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
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