Capital Analysts, LLC Invesco S&P Smallcap Momentum Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Capital Analysts, LLC holds 1,459 shares of XSMO stock, worth $97,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,459

Holding current value

$97,111

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$59.5 - $67.14 $86,810 - $97,957	1,459 New	1,459 $97,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.5 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$81.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$79.7 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.7 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$32 Million
0.3% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Capital Analysts, LLC Invesco S&P Smallcap Momentum Transaction History