Great Valley Advisor Group, Inc. Invesco S&P Smallcap Momentum Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 119,950 shares of XSMO stock, worth $8.83 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
119,950Holding current value
$8.83 Million% of portfolio
0.2%Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
244Shares Held
18.4MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$137 Million0.04% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$129 Million0.23% of portfolio
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Envestnet Asset Management Inc1.58MShares$116 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.28MShares$94.1 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.03MShares$76.1 Million0.03% of portfolio