Uniting Wealth Partners, LLC Invesco S&P Smallcap Momentum Transaction History
Uniting Wealth Partners, LLC
- $200 Billion
- Q1 2025
A detailed history of Uniting Wealth Partners, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 3,224 shares of XSMO stock, worth $199,146. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,224
Previous 91,382
96.47%
Holding current value
$199,146
Previous $6.04 Billion
96.65%
% of portfolio
0.1%
Previous 2.92%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
220Shares Held
15.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$110 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$99.7 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$93.7 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$72.6 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$35.1 Million0.01% of portfolio