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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$59.97 - $70.03 $5.29 Million - $6.17 Million
-88,158 Reduced 96.47%
3,224 $202 Million
Q4 2024

Feb 12, 2025
BUY
$65.08 - $73.72 $5.95 Million - $6.74 Million
91,382 New
91,382 $6.04 Billion

Others Institutions Holding XSMO

# of Institutions
206
Shares Held
15.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Uniting Wealth Partners, LLC Portfolio

Follow Uniting Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uniting Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uniting Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email