Atlas Wealth LLC Invesco S&P Smallcap Financial Transaction History
Atlas Wealth LLC
- $171 Million
- Q1 2025
A detailed history of Atlas Wealth LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Atlas Wealth LLC holds 10,870 shares of PSCF stock, worth $549,587. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,870
Previous 11,225
3.16%
Holding current value
$549,587
Previous $621,000
7.41%
% of portfolio
0.34%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding PSCF
# of Institutions
25Shares Held
133KCall Options Held
0Put Options Held
0-
Harbor Capital Advisors, Inc.32.3KShares$1.63 Million0.08% of portfolio
-
Morgan Stanley New York, NY28.3KShares$1.43 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.9.51KShares$480,5720.0% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$421,7710.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49KShares$328,0830.0% of portfolio