9258 Wealth Management, LLC Invesco ETF Fd Tr Invesco S&P Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,745 shares of XMVM stock, worth $262,778. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,745
Previous 4,183 13.44%
Holding current value
$262,778
Previous $216,000 21.76%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.67 - $56.52 $28,476 - $31,764
562 Added 13.44%
4,745 $263,000
Q1 2024

May 03, 2024
BUY
$48.23 - $54.3 $201,746 - $227,136
4,183 New
4,183 $227,000

Others Institutions Holding XMVM

# of Institutions
72
Shares Held
3.21M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF FD TR INVESCO S&P

XMVM Quotes by TradingView
  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email