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 $1.03 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,969
Previous 5,452
46.17%
Holding current value
$1.03 Million
Previous $656 Million
50.08%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XMMO
# of Institutions
308Shares Held
12.6MCall Options Held
1.9KPut Options Held
1.3K-
Lpl Financial LLC Fort Mill, SC1.74MShares$226 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.14MShares$148 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$83.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO476KShares$61.8 Million0.05% of portfolio
-
Money Concepts Capital Corp437KShares$56.6 Million4.27% of portfolio