Aspire Wealth Management Corp Invesco S&P Smallcap Momentum Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 2024
A detailed history of Aspire Wealth Management Corp transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Aspire Wealth Management Corp holds 10,577 shares of XSMO stock, worth $636,523. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,577
Previous 5,957
77.56%
Holding current value
$636,523
Previous $337,000
89.32%
% of portfolio
0.4%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding XSMO
# of Institutions
92Shares Held
4.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$54.3 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC408KShares$24.5 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA293KShares$17.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN200KShares$12 Million0.55% of portfolio
-
Morgan Stanley New York, NY186KShares$11.2 Million0.0% of portfolio