Wealth Quarterback LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$41.08 - $65.22 $35,082 - $55,697	-854 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$57.04 - $61.25 $48,712 - $52,307	854 New	854 $52,000

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$237 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$156 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$87.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

476K
Shares

$64.8 Million
0.05% of portfolio
Envestnet Asset Management Inc

430K
Shares

$58.5 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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