Envestnet Asset Management Inc Invesco S&P Smallcap Momentum Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,580,283 shares of XSMO stock, worth $108 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,580,283
Previous 1,517,383
4.15%
Holding current value
$108 Million
Previous $95.2 Million
12.89%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding XSMO
# of Institutions
246Shares Held
17MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$128 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.28MShares$87.4 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$38.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY497KShares$34 Million0.0% of portfolio