Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 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 31,993 shares of XMMO stock, worth $3.57 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
31,993
Previous 30,295
5.6%
Holding current value
$3.57 Million
Previous $3.74 Million
2.75%
% of portfolio
3.2%
Previous 3.32%
Shares
6 transactions
Others Institutions Holding XMMO
# of Institutions
378Shares Held
23.3MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$415 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$299 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$189 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$119 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$93.4 Million0.02% of portfolio