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 $5.21 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
75,947Holding current value
$5.21 Million% of portfolio
3.03%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$123 Million0.05% of portfolio
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Envestnet Asset Management Inc1.34MShares$92 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$72 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$70.9 Million0.15% of portfolio
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Morgan Stanley New York, NY827KShares$56.8 Million0.0% of portfolio