Accel Wealth Management Invesco S&P Smallcap Momentum Transaction History
Accel Wealth Management
- $268 Million
- Q1 2025
A detailed history of Accel Wealth Management transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Accel Wealth Management holds 24,000 shares of XSMO stock, worth $1.48 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,000
Previous 19,793
21.25%
Holding current value
$1.48 Million
Previous $1.31 Million
11.7%
% of portfolio
0.55%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding XSMO
# of Institutions
206Shares Held
15.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.52MShares$93.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$64.8 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$63.8 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$51.1 Million0.0% of portfolio