J.W. Cole Advisors, Inc. Invesco S&P Smallcap Momentum Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,689 shares of XSMO stock, worth $369,443. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,689
Previous 3,957
43.77%
Holding current value
$369,443
Previous $237,000
58.65%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$82.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$79.8 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$77.7 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$45.5 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$31.3 Million0.3% of portfolio