Comprehensive Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 8,968 shares of XSMO stock, worth $586,417. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,968
Previous 9,421 4.81%
Holding current value
$586,417
Previous $533,000 1.31%
% of portfolio
0.42%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$54.33 - $60.32 $24,611 - $27,324
-453 Reduced 4.81%
8,968 $540,000
Q4 2023

Jan 12, 2024
SELL
$45.31 - $57.51 $31,988 - $40,602
-706 Reduced 6.97%
9,421 $533,000
Q3 2023

Jan 12, 2024
BUY
$47.27 - $51.21 $7,090 - $7,681
150 Added 1.5%
10,127 $491,000
Q2 2023

Jan 12, 2024
BUY
$43.62 - $48.48 $9,203 - $10,229
211 Added 2.16%
9,977 $483,000
Q1 2023

Jan 12, 2024
BUY
$43.9 - $50.56 $428,727 - $493,768
9,766 New
9,766 $452,000

Others Institutions Holding XSMO

# of Institutions
93
Shares Held
4.22M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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