Whitaker Myers Wealth Managers, Ltd. Invesco ETF Fd Tr Invesco S&P Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 188,927 shares of XMVM stock, worth $10.7 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

188,927

Previous 173,806 8.7%

Holding current value

$10.7 Million

Previous $9.63 Billion 8.68%

% of portfolio

3.05%

Previous 3.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$54.63 - $62.03 $826,060 - $937,955	15,121 Added 8.7%	188,927 $10.5 Billion
Q3 2024 Oct 18, 2024	BUY	$50.67 - $56.52 $414,581 - $462,446	8,182 Added 4.94%	173,806 $9.63 Billion
Q2 2024 Jul 26, 2024	BUY	$50.28 - $54.12 $654,494 - $704,480	13,017 Added 8.53%	165,624 $8.55 Billion
Q1 2024 Apr 12, 2024	BUY	$48.23 - $54.3 $940,195 - $1.06 Million	19,494 Added 14.64%	152,607 $8.29 Billion
Q4 2023 Jan 12, 2024	BUY	$42.65 - $50.95 $814,998 - $973,603	19,109 Added 16.76%	133,113 $6.7 Billion
Q3 2023 Oct 05, 2023	BUY	$45.14 - $48.64 $3.26 Million - $3.51 Million	72,118 Added 172.18%	114,004 $5.23 Billion
Q2 2023 Jul 13, 2023	BUY	$40.38 - $46.11 $72,199 - $82,444	1,788 Added 4.46%	41,886 $1.93 Billion
Q1 2023 Apr 21, 2023	SELL	$41.53 - $49.14 $203,372 - $240,638	-4,897 Reduced 10.88%	40,098 $1.75 Billion
Q4 2022 Apr 21, 2023	BUY	$39.91 - $47.11 $1.8 Million - $2.12 Million	44,995 New	44,995 $1.98 Billion

Others Institutions Holding XMVM

# of Institutions

Shares Held

2.84M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF FD TR INVESCO S&P

Ticker XMVM
Sector ETFs
Industry ETFs

More about XMVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

Whitaker Myers Wealth Managers, Ltd. Invesco ETF Fd Tr Invesco S&P Transaction History