Fortis Capital Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Fortis Capital Advisors, LLC
- $293 Billion
- Q4 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 21,609 shares of XSMO stock, worth $1.34 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
21,609
Previous 37,800
42.83%
Holding current value
$1.34 Million
Previous $2.5 Billion
43.1%
% of portfolio
0.49%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$83 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$65 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$63.9 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$51.2 Million0.0% of portfolio