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 $1.14 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
18,711
Previous 4,302
334.94%
Holding current value
$1.14 Million
Previous $285 Million
334.37%
% of portfolio
0.62%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
204Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$109 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$81.6 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$63.9 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$62.9 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$50.4 Million0.0% of portfolio