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 $7,447. This represents 0.01% of its overall portfolio holdings.
Number of Shares
124
Previous 124
-0.0%
Holding current value
$7,447
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
92Shares Held
4.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$54.2 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC408KShares$24.5 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA293KShares$17.6 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN200KShares$12 Million0.55% of portfolio
-
Morgan Stanley New York, NY186KShares$11.2 Million0.0% of portfolio