Cibc Private Wealth Group, LLC Invesco S&P Smallcap Momentum Transaction History

Cibc Private Wealth Group, LLC

$53.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	$36.77 - $40.72 $11,031 - $12,216	-300 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$32.13 - $38.66 $9,639 - $11,597	300 New	300 $11,000

Others Institutions Holding XSMO

# of Institutions

174

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$92.2 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$89.2 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$86.8 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$50.9 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$34.9 Million
0.3% of portfolio

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