FLAGSHIP WEALTH ADVISORS, LLC XMMO Holdings History
FLAGSHIP WEALTH ADVISORS, LLC's Invesco S&P MidCap Momentum ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 62,391.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $7.10 Mil. This investment constitutes 2.99% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.21% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of XMMO, at an average price of $125.66, for a total of 62,391.00 shares. Based on historical transaction data and XMMO's current price of $131.16, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his XMMO holdings is $343,254.85, reflecting a 4.38% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC XMMO ($131.16) Holding Chart
FLAGSHIP WEALTH ADVISORS, LLC XMMO ($131.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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