Warren Averett Asset Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,560 shares of XMLV stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,560
Previous 22,102
11.5%
Holding current value
$1.22 Million
Previous $1.22 Million
2.21%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XMLV
# of Institutions
202Shares Held
7.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$35.5 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$32.4 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.462KShares$28.9 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$24.8 Million0.01% of portfolio
-
Brookstone Capital Management356KShares$22.3 Million0.36% of portfolio