Montag A & Associates Inc Invesco S&P Smallcap Financial Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
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 $12,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
227
Previous 227
-0.0%
Holding current value
$12,205
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PSCF
# of Institutions
26Shares Held
102KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY28.3KShares$1.52 Million0.0% of portfolio
-
Atlas Wealth LLC Cincinnati, OH11.2KShares$603,5680.35% of portfolio
-
Harbor Capital Advisors, Inc.8.39KShares$451,0760.02% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$448,5490.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49KShares$348,9130.0% of portfolio