Belpointe Asset Management LLC Invesco S&P Smallcap Momentum Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Belpointe Asset Management LLC holds 37,800 shares of XSMO stock, worth $2.77 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
37,800
Previous 19,998
89.02%
Holding current value
$2.77 Million
Previous $1.2 Million
108.42%
% of portfolio
0.17%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XSMO
# of Institutions
175Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$93.1 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$90.1 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$87.7 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$51.4 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$35.3 Million0.3% of portfolio