True Wealth Design, LLC Invesco ETF Fd Tr Invesco S&P Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Invesco ETF Fd Tr Invesco S&P stock. As of the latest transaction made, True Wealth Design, LLC holds 1,665 shares of XMVM stock, worth $89,660. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,665
Previous 1,665
-0.0%
Holding current value
$89,660
Previous $86 Million
7.33%
% of portfolio
0.04%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding XMVM
# of Institutions
65Shares Held
2.82MCall Options Held
0Put Options Held
0-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE498KShares$26.8 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC399KShares$21.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC257KShares$13.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL223KShares$12 Million0.02% of portfolio
-
Morgan Stanley New York, NY222KShares$12 Million0.0% of portfolio