Sculati Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Sculati Wealth Management, LLC
- $233 Million
- Q2 2024
A detailed history of Sculati Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 41,095 shares of XSMO stock, worth $2.71 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
41,095
Previous 30,274
35.74%
Holding current value
$2.71 Million
Previous $1.83 Million
35.1%
% of portfolio
1.06%
Previous 0.79%
Shares
17 transactions
Others Institutions Holding XSMO
# of Institutions
109Shares Held
5.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$75.5 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$28 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$19.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$13.2 Million0.56% of portfolio