Lowery Thomas, LLC Invesco S&P Smallcap Momentum Transaction History
Lowery Thomas, LLC
- $131 Million
- Q1 2024
A detailed history of Lowery Thomas, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Lowery Thomas, LLC holds 14,555 shares of XSMO stock, worth $875,919. This represents 0.67% of its overall portfolio holdings.
Number of Shares
14,555
Previous 13,197
10.29%
Holding current value
$875,919
Previous $747,000
17.4%
% of portfolio
0.67%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding XSMO
# of Institutions
92Shares Held
4.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$54.3 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC408KShares$24.5 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA293KShares$17.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN200KShares$12 Million0.55% of portfolio
-
Morgan Stanley New York, NY186KShares$11.2 Million0.0% of portfolio