New Insight Wealth Advisors Invesco S&P Smallcap Momentum Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 2024
A detailed history of New Insight Wealth Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, New Insight Wealth Advisors holds 18,711 shares of XSMO stock, worth $1.16 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
18,711
Previous 4,302
334.94%
Holding current value
$1.16 Million
Previous $285 Million
334.37%
% of portfolio
0.62%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
201Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$83.2 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$65.1 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$64 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$51.3 Million0.0% of portfolio