Milestone Wealth, LLC Invesco S&P Smallcap Momentum Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Milestone Wealth, LLC holds 124 shares of XSMO stock, worth $8,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
124
Previous 124
-0.0%
Holding current value
$8,066
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
218Shares Held
15.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$115 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$105 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$98.7 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$76.4 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$36.9 Million0.01% of portfolio