Financial Freedom, LLC Invesco S&P Smallcap Momentum Transaction History

Financial Freedom, LLC

$190 Billion
Q4 2024

A detailed history of Financial Freedom, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Financial Freedom, LLC holds 1,948 shares of XSMO stock, worth $136,204. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,948

Holding current value

$136,204

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$65.08 - $73.72 $126,775 - $143,606	1,948 New	1,948 $129 Million

Others Institutions Holding XSMO

# of Institutions

187

Shares Held

11.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$88.8 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$86 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$83.7 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$49 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.6 Million
0.3% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Financial Freedom, LLC Invesco S&P Smallcap Momentum Transaction History