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

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 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 173,806 shares of XMVM stock, worth $9.65 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

173,806

Previous 165,624 4.94%

Holding current value

$9.65 Million

Previous $8.55 Billion 12.63%

% of portfolio

3.2%

Previous 3.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.82M

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

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