Optivise Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History

Optivise Advisory Services LLC

$190 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 14, 2024	BUY	$106.61 - $117.53 $2.3 Million - $2.53 Million	21,534 New	21,534 $2.45 Billion

Others Institutions Holding XMMO

# of Institutions

276

Shares Held

11.9M

Call Options Held

1.9K

Put Options Held

1.3K

Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$219 Million
0.1% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$144 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$80.6 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

476K
Shares

$59.7 Million
0.05% of portfolio
Envestnet Asset Management Inc

430K
Shares

$53.9 Million
0.02% of portfolio

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