Members Wealth LLC Invesco S&P Smallcap Momentum Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Members Wealth LLC holds 7,853 shares of XSMO stock, worth $483,116. This represents 0.4% of its overall portfolio holdings.

Number of Shares

7,853

Holding current value

$483,116

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$65.08 - $73.72 $511,073 - $578,923	7,853 New	7,853 $533 Million

Others Institutions Holding XSMO

# of Institutions

202

Shares Held

14.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$110 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$82.5 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$64.5 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$63.5 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$50.9 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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