Integrated Wealth Concepts LLC Invesco S&P Smallcap Momentum Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,543 shares of XSMO stock, worth $694,311. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,543
Previous 12,476
7.48%
Holding current value
$694,311
Previous $706,000
1.42%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
92Shares Held
4.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$54.3 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC408KShares$24.5 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA293KShares$17.6 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN200KShares$12 Million0.55% of portfolio
-
Morgan Stanley New York, NY186KShares$11.2 Million0.0% of portfolio