Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 63 shares of XMMO stock, worth $7,370. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 168
62.5%
Holding current value
$7,370
Previous $20,000
65.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
380Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$435 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$313 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$198 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$124 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$97.9 Million0.02% of portfolio