Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 3,500 shares of XMMO stock, worth $404,355. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,500Holding current value
$404,355% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding XMMO
# of Institutions
381Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$430 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$310 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$195 Million0.02% of portfolio
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Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$123 Million0.95% of portfolio
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Wells Fargo & Company San Francisco, CA837KShares$96.7 Million0.02% of portfolio