Lpl Financial LLC Invesco S&P Smallcap Momentum Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Lpl Financial LLC holds 1,865,283 shares of XSMO stock, worth $128 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,865,283
Previous 1,773,263
5.19%
Holding current value
$128 Million
Previous $111 Million
14.02%
% of portfolio
0.04%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding XSMO
# of Institutions
242Shares Held
18MCall Options Held
21.9KPut Options Held
0-
Envestnet Asset Management Inc1.58MShares$108 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.37MShares$93.7 Million0.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.28MShares$87.4 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$70.7 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA856KShares$58.5 Million0.01% of portfolio