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 $5.36 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
78,500
Previous 65,482
19.88%
Holding current value
$5.36 Million
Previous $4.11 Billion
29.95%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
223Shares Held
16.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$121 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$80.2 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$38.7 Million0.01% of portfolio