Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Kellett Schaffner Wealth Advisors LLC
- $139 Million
- Q3 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 34,636 shares of XMMO stock, worth $4.65 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
34,636
Previous 34,019
1.81%
Holding current value
$4.65 Million
Previous $4.38 Million
7.04%
% of portfolio
3.38%
Previous 3.41%
Shares
8 transactions
Others Institutions Holding XMMO
# of Institutions
390Shares Held
22.9MCall 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