Whitaker Myers Wealth Managers, Ltd. Invesco ETF Tr Ii S&P Midcap L Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 7,656 shares of XMLV stock, worth $476,050. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,656

Previous 7,608 0.63%

Holding current value

$476,050

Previous $464 Million 0.26%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$60.51 - $65.57 $2,904 - $3,147	48 Added 0.63%	7,656 $466 Million
Q3 2024 Oct 18, 2024	SELL	$54.31 - $61.04 $14,989 - $16,847	-276 Reduced 3.5%	7,608 $464 Million
Q2 2024 Jul 26, 2024	BUY	$53.37 - $56.94 $10,887 - $11,615	204 Added 2.66%	7,884 $435 Million
Q1 2024 Apr 12, 2024	SELL	$52.35 - $56.4 $5,235 - $5,640	-100 Reduced 1.29%	7,680 $433 Million
Q4 2023 Jan 12, 2024	SELL	$47.52 - $53.44 $17,344 - $19,505	-365 Reduced 4.48%	7,780 $414 Million
Q3 2023 Oct 05, 2023	SELL	$49.13 - $53.93 $29,821 - $32,735	-607 Reduced 6.94%	8,145 $400 Million
Q2 2023 Jul 13, 2023	SELL	$49.55 - $52.47 $70,806 - $74,979	-1,429 Reduced 14.04%	8,752 $453 Million
Q1 2023 Apr 21, 2023	SELL	$49.86 - $56.95 $37,045 - $42,313	-743 Reduced 6.8%	10,181 $533 Million
Q4 2022 Apr 21, 2023	BUY	$48.1 - $55.93 $525,444 - $610,979	10,924 New	10,924 $584 Million

Others Institutions Holding XMLV

# of Institutions

208

Shares Held

7.28M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

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Whitaker Myers Wealth Managers, Ltd. Invesco ETF Tr Ii S&P Midcap L Transaction History