Creative One Wealth, LLC Invesco S&P Smallcap Momentum Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,531 shares of XSMO stock, worth $599,046. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,531

Holding current value

$599,046

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$59.5 - $67.14 $507,594 - $572,771	8,531 New	8,531 $564,000

Others Institutions Holding XSMO

# of Institutions

173

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$89.2 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$86.3 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$84 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$49.2 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.8 Million
0.3% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

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Creative One Wealth, LLC Invesco S&P Smallcap Momentum Transaction History