Cobblestone Asset Management LLC Invesco S&P Smallcap Momentum Transaction History
Cobblestone Asset Management LLC
- $171 Billion
- Q1 2025
A detailed history of Cobblestone Asset Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Cobblestone Asset Management LLC holds 40,987 shares of XSMO stock, worth $2.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
40,987
Previous 35,627
15.04%
Holding current value
$2.8 Million
Previous $2.36 Billion
9.2%
% of portfolio
1.5%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
220Shares Held
16MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$121 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$80.2 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$38.7 Million0.01% of portfolio