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 $5.12 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
77,091Holding current value
$5.12 Million% of portfolio
4.03%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
218Shares Held
15.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$118 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$107 Million0.24% of portfolio
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Envestnet Asset Management Inc1.52MShares$101 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.18MShares$78 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA568KShares$37.7 Million0.01% of portfolio