A detailed history of Warren Averett Asset Management, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,187 shares of XMVM stock, worth $334,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,187
Previous 5,003 23.67%
Holding current value
$334,407
Previous $277,000 17.69%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$51.6 - $58.13 $61,094 - $68,825
1,184 Added 23.67%
6,187 $326,000
Q4 2024

Feb 14, 2025

BUY
$54.63 - $62.03 $273,313 - $310,336
5,003 New
5,003 $277,000

Others Institutions Holding XMVM

About INVESCO ETF FD TR INVESCO S&P


  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.