Obsidian Personal Planning Solutions LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 124,478 shares of XMLV stock, worth $7.39 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
124,478
Previous 120,459
3.34%
Holding current value
$7.39 Million
Previous $7.35 Million
2.98%
% of portfolio
3.86%
Previous 3.63%
Shares
11 transactions
Others Institutions Holding XMLV
# of Institutions
218Shares Held
7.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY576KShares$34.2 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$30.8 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.450KShares$26.7 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC394KShares$23.4 Million0.01% of portfolio
-
Brookstone Capital Management342KShares$20.3 Million0.35% of portfolio