Comprehensive Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 10,215 shares of XSMO stock, worth $639,356. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,215
Previous 8,968
13.9%
Holding current value
$639,356
Previous $540,000
13.52%
% of portfolio
0.46%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding XSMO
# of Institutions
110Shares Held
5.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$71.7 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$26.6 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$18.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$12.6 Million0.56% of portfolio