Lodestone Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 22,872 shares of XSMO stock, worth $1.43 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
22,872
Previous 22,931
0.26%
Holding current value
$1.43 Million
Previous $1.38 Billion
0.7%
% of portfolio
0.72%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding XSMO
# of Institutions
110Shares Held
5.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$71.7 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$26.6 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$18.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$12.6 Million0.56% of portfolio