Gratus Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Gratus Wealth Advisors, LLC
- $609 Billion
- Q1 2025
A detailed history of Gratus Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 475,382 shares of XSMO stock, worth $32.4 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
475,382Holding current value
$32.4 Million% of portfolio
4.9%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
230Shares Held
16.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$121 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
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Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.18MShares$80.2 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA568KShares$38.7 Million0.01% of portfolio