Legacy Investment Solutions, LLC Invesco S&P Smallcap Momentum Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 1,244 shares of XSMO stock, worth $88,236. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,633
23.82%
Holding current value
$88,236
Previous $107,000
21.5%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
266Shares Held
19.3MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.1MShares$149 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.7MShares$120 Million0.19% of portfolio
-
Envestnet Asset Management Inc1.62MShares$115 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.33MShares$94.2 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA790KShares$56 Million0.01% of portfolio