Provident Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Provident Wealth Management, LLC
- $292 Million
- Q3 2024
A detailed history of Provident Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Provident Wealth Management, LLC holds 88,622 shares of XSMO stock, worth $6.25 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
88,622
Previous 81,033
9.37%
Holding current value
$6.25 Million
Previous $4.87 Million
20.53%
% of portfolio
2.01%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
174Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$89.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$86.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$84.4 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$49.4 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$33.9 Million0.3% of portfolio