Comprehensive Financial Planning, Inc./Pa Invesco ETF Fd Tr Invesco S&P Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 5,828 shares of XMVM stock, worth $351,486. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,828
Previous 5,799
0.5%
Holding current value
$351,486
Previous $323 Million
11.36%
% of portfolio
0.25%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding XMVM
# of Institutions
73Shares Held
3.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC545KShares$32.8 Million0.01% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE516KShares$31.1 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC261KShares$15.7 Million0.0% of portfolio
-
Whitaker Myers Wealth Managers, Ltd. Mansfield, OH228KShares$13.7 Million3.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$13.4 Million0.02% of portfolio