Anderson Financial Strategies, LLC Invesco S&P Smallcap Momentum Transaction History
Anderson Financial Strategies, LLC
- $166 Billion
- Q4 2024
A detailed history of Anderson Financial Strategies, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 75,947 shares of XSMO stock, worth $4.69 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
75,947Holding current value
$4.69 Million% of portfolio
3.03%Shares
1 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
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Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$99.7 Million0.24% of portfolio
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Envestnet Asset Management Inc1.52MShares$93.7 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.18MShares$72.6 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA568KShares$35.1 Million0.01% of portfolio