Affinity Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Affinity Wealth Management LLC
- $483 Million
- Q1 2025
A detailed history of Affinity Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 319,611 shares of XMMO stock, worth $35.7 Million. This represents 7.49% of its overall portfolio holdings.
Number of Shares
319,611
Previous 253,179
26.24%
Holding current value
$35.7 Million
Previous $31.3 Million
15.64%
% of portfolio
7.49%
Previous 6.12%
Shares
9 transactions
Others Institutions Holding XMMO
# of Institutions
382Shares Held
23.5MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$415 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$299 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$189 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$119 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$93.4 Million0.02% of portfolio