Bank Of Montreal Invesco S&P Smallcap Momentum Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

A detailed history of Bank Of Montreal transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Bank Of Montreal holds 165 shares of XSMO stock, worth $11,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

165

Holding current value

$11,729

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$59.5 - $67.14 $9,817 - $11,078	165 New	165 $10,000
Q1 2024 May 13, 2024	BUY	$54.33 - $60.32 $1,086 - $1,206	20 New	20 $1,000

Others Institutions Holding XSMO

# of Institutions

174

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$90.3 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$87.4 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$85.1 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$49.8 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$34.2 Million
0.3% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

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