Betterment LLC Invesco S&P Smallcap Momentum Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Betterment LLC holds 4,778 shares of XSMO stock, worth $287,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,778

Holding current value

$287,540

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$54.33 - $60.32 $259,588 - $288,208	4,778 New	4,778 $288,000

Others Institutions Holding XSMO

# of Institutions

Shares Held

4.15M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

903K
Shares

$54.3 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

408K
Shares

$24.5 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

293K
Shares

$17.7 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

200K
Shares

$12 Million
0.55% of portfolio
Morgan Stanley New York, NY

186K
Shares

$11.2 Million
0.0% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

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