Mfa Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Mfa Wealth Advisors, LLC
- $446 Million
- Q3 2025
A detailed history of Mfa Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 63,580 shares of XSMO stock, worth $4.63 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
63,580
Previous 62,739
1.34%
Holding current value
$4.63 Million
Previous $4.27 Million
9.61%
% of portfolio
1.05%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
246Shares Held
18.4MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$127 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.58MShares$115 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.28MShares$93 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.2 Million0.03% of portfolio