New Insight Wealth Advisors Invesco S&P Smallcap Momentum Put Options Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding XSMO
# of Institutions
246Shares Held
18.4MCall Options Held
3.1KPut Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
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      Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$127 Million0.23% of portfolio
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      Envestnet Asset Management Inc1.58MShares$115 Million0.03% of portfolio
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      Cetera Investment Advisers Schaumburg, IL1.28MShares$93 Million0.16% of portfolio
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      Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.2 Million0.03% of portfolio