Cascade Wealth Advisors, Inc Invesco S&P Smallcap Momentum Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 3,577 shares of XSMO stock, worth $260,334. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,577Holding current value
$260,334% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
245Shares Held
18.3MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$127 Million0.23% of portfolio
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Envestnet Asset Management Inc1.58MShares$115 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.28MShares$93 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.2 Million0.03% of portfolio