Colonial River Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Colonial River Wealth Management, LLC
- $246 Million
- Q3 2025
A detailed history of Colonial River Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 9,765 shares of XSMO stock, worth $692,631. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,765Holding current value
$692,631% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
266Shares Held
19.3MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.1MShares$149 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.7MShares$120 Million0.19% of portfolio
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Envestnet Asset Management Inc1.62MShares$115 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.33MShares$94.2 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA790KShares$56 Million0.01% of portfolio