Kingswood Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,533 shares of XSMO stock, worth $1.22 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,533Holding current value
$1.22 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
182Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$88 Million0.04% of portfolio
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Envestnet Asset Management Inc1.23MShares$85.2 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$83 Million0.19% of portfolio
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Mainstay Capital Management LLC701KShares$48.6 Million8.51% of portfolio
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Steward Partners Investment Advisory, LLC481KShares$33.4 Million0.3% of portfolio