Ever Source Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 339 shares of XSMO stock, worth $24,672. This represents 0.0% of its overall portfolio holdings.
Number of Shares
339
Previous 339
-0.0%
Holding current value
$24,672
Previous $21,000
9.52%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
245Shares Held
18.3MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$127 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.58MShares$115 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.28MShares$93 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.2 Million0.03% of portfolio