Safeguard Investment Advisory Group, LLC Invesco S&P Smallcap Value Wit Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
141Shares Held
9.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$94.3 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$39.6 Million0.06% of portfolio
-
Cwm, LLC673KShares$38.7 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$33.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$27.1 Million0.0% of portfolio