Assetmark, Inc Invesco S&P Smallcap Momentum Transaction History

Assetmark, Inc

  • $36.4 Billion
  • Q4 2024

A detailed history of Assetmark, Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Assetmark, Inc holds 110 shares of XSMO stock, worth $6,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110
Previous 159 30.82%
Holding current value
$6,552
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$65.08 - $73.72 $3,188 - $3,612
-49 Reduced 30.82%
110 $7,000
Q3 2024

Nov 01, 2024
BUY
$59.5 - $67.14 $9,460 - $10,675
159 New
159 $10,000
Q1 2021

May 14, 2021
SELL
$47.37 - $56.12 $5,873 - $6,958
-124 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$39.72 - $48.63 $4,925 - $6,030
124 New
124 $6,000

Others Institutions Holding XSMO

# of Institutions
205
Shares Held
15M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email