Montag A & Associates Inc Invesco S&P Smallcap Financial Transaction History
Montag A & Associates Inc
- $2.02 Billion
- Q2 2025
A detailed history of Montag A & Associates Inc transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Montag A & Associates Inc holds 227 shares of PSCF stock, worth $12,389. This represents 0.0% of its overall portfolio holdings.
Number of Shares
227
              Previous 227
              
        
           -0.0%
        
      
          
        Holding current value
$12,389
            Previous $12,000
            
        
           -0.0%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding PSCF
# of Institutions
23Shares Held
111KCall Options Held
0Put Options Held
0- 
    
      Harbor Capital Advisors, Inc.31.3KShares$1.71 Million0.14% of portfolio
- 
    
      Morgan Stanley New York, NY10.2KShares$556,0610.0% of portfolio
- 
    
      Atlas Wealth LLC Cincinnati, OH10.1KShares$550,9300.3% of portfolio
- 
    
      Tower Research Capital LLC (Trc) New York, NY9.37KShares$511,5230.01% of portfolio
- 
    
      Ubs Group Ag6.27KShares$342,1070.0% of portfolio