Marshall Investment Management, LLC Invesco S&P Smallcap Momentum Transaction History
Marshall Investment Management, LLC
- $161 Billion
- Q1 2025
A detailed history of Marshall Investment Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Marshall Investment Management, LLC holds 31,289 shares of XSMO stock, worth $2.06 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
31,289
Previous 33,609
6.9%
Holding current value
$2.06 Million
Previous $2.22 Billion
11.74%
% of portfolio
1.22%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
218Shares Held
15.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$117 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$106 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$100 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$77.4 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$37.4 Million0.01% of portfolio