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 $8,516. This represents 0.01% of its overall portfolio holdings.
Number of Shares
124
Previous 124
-0.0%
Holding current value
$8,516
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
179Shares Held
11.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$87.2 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$84.4 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$82.2 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$48.2 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$33.1 Million0.3% of portfolio