Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 13,451 shares of XMMO stock, worth $1.59 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,451

Previous 10,553 27.46%

Holding current value

$1.59 Million

Previous $1.27 Million 30.89%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$119.61 - $136.3 $346,629 - $394,997	2,898 Added 27.46%	13,451 $1.66 Million
Q3 2024 Nov 14, 2024	BUY	$110.22 - $120.89 $43,206 - $47,388	392 Added 3.86%	10,553 $1.27 Million
Q2 2024 Aug 14, 2024	BUY	$106.61 - $117.53 $18,976 - $20,920	178 Added 1.78%	10,161 $1.16 Million
Q1 2024 May 15, 2024	SELL	$87.09 - $114.86 $168,432 - $222,139	-1,934 Reduced 16.23%	9,983 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$74.81 - $90.45 $24,163 - $29,215	323 Added 2.79%	11,917 $1.07 Million
Q3 2023 Nov 15, 2023	BUY	$78.48 - $83.27 $909,897 - $965,432	11,594 New	11,594 $933,000

Others Institutions Holding XMMO

# of Institutions

383

Shares Held

23.1M

Call Options Held

1.2K

Put Options Held

700

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

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Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History