Legacy Wealth Managment, Llc/Id Invesco S&P Smallcap Momentum Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

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 1,307 shares of XSMO stock, worth $86,771. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,307
Previous 1,633 19.96%
Holding current value
$86,771
Previous $107,000 23.36%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$59.97 - $70.03 $19,550 - $22,829
-326 Reduced 19.96%
1,307 $82,000
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $3,058 - $3,464
47 Added 2.96%
1,633 $107,000
Q3 2024

Nov 15, 2024
BUY
$59.5 - $67.14 $94,367 - $106,484
1,586 New
1,586 $104,000

Others Institutions Holding XSMO

# of Institutions
218
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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