Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Minich Mac Gregor Wealth Management, LLC
- $419 Million
- Q1 2025
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 49,161 shares of XMMO stock, worth $5.48 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
49,161
Previous 72,648
32.33%
Holding current value
$5.48 Million
Previous $8.97 Million
37.69%
% of portfolio
1.33%
Previous 1.96%
Shares
3 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