Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 106,552 shares of XMMO stock, worth $14.3 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
106,552
Previous 105,574
0.93%
Holding current value
$14.3 Million
Previous $12 Million
14.11%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
388Shares Held
22.7MCall Options Held
1.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$418 Million0.13% of portfolio
-
Morgan Stanley New York, NY1.86MShares$249 Million0.02% of portfolio
-
Vantagepoint Investment Advisers LLC1.2MShares$161 Million1.38% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.12MShares$151 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA933KShares$125 Million0.02% of portfolio