Archvest Wealth Advisors, Inc. Invesco S&P Smallcap Momentum Transaction History
Archvest Wealth Advisors, Inc.
- $120 Million
- Q1 2025
A detailed history of Archvest Wealth Advisors, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 77,091 shares of XSMO stock, worth $4.76 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
77,091Holding current value
$4.76 Million% of portfolio
4.03%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
206Shares Held
15.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
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Envestnet Asset Management Inc1.52MShares$93.7 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$64.8 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$63.8 Million0.15% of portfolio
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Morgan Stanley New York, NY827KShares$51.1 Million0.0% of portfolio