Arkadios Wealth Advisors Invesco S&P Smallcap Momentum Transaction History
Arkadios Wealth Advisors
- $2.49 Billion
- Q1 2025
A detailed history of Arkadios Wealth Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,836 shares of XSMO stock, worth $671,011. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,836
Previous 9,229
6.58%
Holding current value
$671,011
Previous $610,000
1.15%
% of portfolio
0.02%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
219Shares Held
15.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$121 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$80.2 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$38.7 Million0.01% of portfolio