Fiduciary Alliance LLC Invesco S&P Smallcap Momentum Transaction History
Fiduciary Alliance LLC
- $1.34 Trillion
- Q2 2025
A detailed history of Fiduciary Alliance LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Fiduciary Alliance LLC holds 78,500 shares of XSMO stock, worth $5.37 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
78,500
Previous 65,482
19.88%
Holding current value
$5.37 Million
Previous $4.11 Billion
29.95%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
242Shares Held
18MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$128 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.58MShares$108 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.37MShares$93.7 Million0.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.28MShares$87.4 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$70.7 Million0.03% of portfolio