Cape Investment Advisory, Inc. Invesco S&P Smallcap Momentum Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 602 shares of XSMO stock, worth $38,124. This represents 0.02% of its overall portfolio holdings.
Number of Shares
602
Previous 471
27.81%
Holding current value
$38,124
Previous $31.2 Million
27.66%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
201Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$114 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$84.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$66.4 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$65.4 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$52.4 Million0.0% of portfolio