Legacy Wealth Managment, Llc/Id Invesco S&P Smallcap Momentum Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,633 shares of XSMO stock, worth $99,466. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,633
Previous 1,586
2.96%
Holding current value
$99,466
Previous $104,000
2.88%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
204Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$109 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$81.6 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$63.9 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$62.9 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$50.4 Million0.0% of portfolio