Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Walled Lake Planning & Wealth Management, LLC
- $250 Million
- Q3 2025
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 6,005 shares of XMMO stock, worth $805,390. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,005Holding current value
$805,390% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding XMMO
# of Institutions
389Shares Held
22.7MCall Options Held
1.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$418 Million0.13% of portfolio
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Morgan Stanley New York, NY1.86MShares$249 Million0.02% of portfolio
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Vantagepoint Investment Advisers LLC1.2MShares$161 Million1.38% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.12MShares$151 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA933KShares$125 Million0.02% of portfolio