Allworth Financial LP Invesco S&P Smallcap Momentum Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Allworth Financial LP holds 60 shares of XSMO stock, worth $3,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,970

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$59.5 - $67.14 $3,570 - $4,028	60 New	60 $3,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.1 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$81.4 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$79.2 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.4 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$31.8 Million
0.3% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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