Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,969 shares of XMMO stock, worth $916,195. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,969
Previous 5,452
46.17%
Holding current value
$916,195
Previous $656 Million
50.08%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
382Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$428 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$308 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$194 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$122 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$96.2 Million0.02% of portfolio