Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,600 shares of XMMO stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,600

Previous 8,235 4.43%

Holding current value

$1.12 Million

Previous $990,000 7.27%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$119.61 - $136.3 $43,657 - $49,749	365 Added 4.43%	8,600 $1.06 Million
Q3 2024 Oct 24, 2024	BUY	$110.22 - $120.89 $502,492 - $551,137	4,559 Added 124.02%	8,235 $990,000
Q2 2024 Jul 29, 2024	BUY	$106.61 - $117.53 $391,898 - $432,040	3,676 New	3,676 $419,000
Q4 2021 Feb 03, 2022	SELL	$84.73 - $96.52 $26,181 - $29,824	-309 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$81.13 - $88.42 $547,465 - $596,658	-6,748 Reduced 95.62%	309 $25,000
Q2 2021 Jul 28, 2021	BUY	$79.62 - $88.93 $159 - $177	2 Added 0.03%	7,057 $604,000
Q1 2021 Apr 26, 2021	BUY	$77.23 - $88.03 $308 - $352	4 Added 0.06%	7,055 $591,000
Q4 2020 Feb 09, 2021	BUY	$67.23 - $79.47 $463,349 - $547,707	6,892 Added 4334.59%	7,051 $551,000
Q3 2020 Nov 10, 2020	SELL	$59.07 - $67.94 $9,214 - $10,598	-156 Reduced 49.52%	159 $11.3 Million
Q4 2019 Feb 14, 2020	BUY	$57.04 - $61.25 $17,967 - $19,293	315 New	315 $19,000

Others Institutions Holding XMMO

# of Institutions

323

Shares Held

13.2M

Call Options Held

1.2K

Put Options Held

700

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History