Laidlaw Wealth Management LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 20,766 shares of XMLV stock, worth $1.27 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,766
Previous 26,291 21.01%
Holding current value
$1.27 Million
Previous $1.6 Million 21.26%
% of portfolio
0.47%
Previous 0.85%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$60.51 - $65.57 $334,317 - $362,274
-5,525 Reduced 21.01%
20,766 $1.26 Million
Q3 2024

Nov 12, 2024
BUY
$54.31 - $61.04 $179,060 - $201,248
3,297 Added 14.34%
26,291 $1.6 Million
Q2 2024

Aug 01, 2024
SELL
$53.37 - $56.94 $73,703 - $78,634
-1,381 Reduced 5.67%
22,994 $1.27 Million
Q1 2024

May 15, 2024
SELL
$52.35 - $56.4 $243,218 - $262,034
-4,646 Reduced 16.01%
24,375 $1.37 Million
Q4 2023

Feb 12, 2024
SELL
$47.52 - $53.44 $737,272 - $829,121
-15,515 Reduced 34.84%
29,021 $1.54 Million
Q3 2023

Nov 13, 2023
SELL
$49.13 - $53.93 $393,236 - $431,655
-8,004 Reduced 15.23%
44,536 $2.19 Million
Q2 2023

Aug 11, 2023
SELL
$49.55 - $52.47 $102,816 - $108,875
-2,075 Reduced 3.8%
52,540 $2.72 Million
Q1 2023

May 12, 2023
BUY
$49.86 - $56.95 $6,830 - $7,802
137 Added 0.25%
54,615 $2.86 Million
Q4 2022

Feb 14, 2023
SELL
$48.1 - $55.93 $35,786 - $41,611
-744 Reduced 1.35%
54,478 $2.91 Million
Q3 2022

Nov 14, 2022
BUY
$48.04 - $56.34 $81,764 - $95,890
1,702 Added 3.18%
55,222 $2.65 Million
Q2 2022

Aug 12, 2022
BUY
$49.21 - $57.04 $236,798 - $274,476
4,812 Added 9.88%
53,520 $2.75 Million
Q1 2022

May 12, 2022
BUY
$52.6 - $58.44 $270,101 - $300,089
5,135 Added 11.78%
48,708 $2.72 Million
Q4 2021

Feb 14, 2022
BUY
$53.05 - $58.54 $232,889 - $256,990
4,390 Added 11.2%
43,573 $2.55 Million
Q3 2021

Nov 12, 2021
SELL
$52.52 - $55.82 $326,516 - $347,032
-6,217 Reduced 13.69%
39,183 $2.06 Million
Q2 2021

Aug 13, 2021
BUY
$52.66 - $54.94 $324,438 - $338,485
6,161 Added 15.7%
45,400 $2.43 Million
Q1 2021

May 17, 2021
BUY
$47.42 - $52.93 $582,459 - $650,139
12,283 Added 45.57%
39,239 $2.06 Million
Q4 2020

Feb 16, 2021
BUY
$41.61 - $48.12 $473,396 - $547,461
11,377 Added 73.03%
26,956 $1.3 Million
Q3 2020

Nov 16, 2020
BUY
$40.45 - $44.44 $630,170 - $692,330
15,579 New
15,579 $649,000

Others Institutions Holding XMLV

# of Institutions
212
Shares Held
7.29M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

XMLV Quotes by TradingView
  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
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