Core Wealth Advisors, Inc. Invesco ETF Tr Ii S&P Smallcap Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding XSLV
# of Institutions
123Shares Held
3.26MCall Options Held
0Put Options Held
0-
Venturi Wealth Management, LLC Austin, TX246KShares$11.4 Million0.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC240KShares$11.1 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.223KShares$10.3 Million1.85% of portfolio
-
Ubs Group Ag222KShares$10.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$9.35 Million0.0% of portfolio