River Wealth Advisors LLC Invesco S&P Smallcap Momentum Transaction History
River Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of River Wealth Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, River Wealth Advisors LLC holds 323,865 shares of XSMO stock, worth $22.1 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
323,865Holding current value
$22.1 Million% of portfolio
2.84%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
241Shares Held
18MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$128 Million0.04% of portfolio
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Envestnet Asset Management Inc1.58MShares$108 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.37MShares$93.7 Million0.21% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.28MShares$87.4 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.03MShares$70.7 Million0.03% of portfolio