Optimum Investment Advisors Invesco Exchange Traded Fd Tr Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	BUY	$67.23 - $79.47 $67 - $79	1 Added 2.44%	42 $3,000
Q3 2019 Oct 17, 2019	BUY	$56.76 - $60.28 $2,327 - $2,471	41 New	41 $2,000

Others Institutions Holding XMMO

# of Institutions

338

Shares Held

14.6M

Call Options Held

1.2K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$226 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$148 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$83.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

537K
Shares

$69.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

476K
Shares

$61.8 Million
0.05% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
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