Sequoia Financial Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 92,390 shares of XSLV stock, worth $4.29 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
92,390
Previous 130,591
29.25%
Holding current value
$4.29 Million
Previous $6.17 Million
30.83%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XSLV
# of Institutions
128Shares Held
3.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC230KShares$10.7 Million0.0% of portfolio
-
Ubs Group Ag213KShares$9.91 Million0.0% of portfolio
-
Brookstone Capital Management213KShares$9.89 Million0.16% of portfolio
-
Armbruster Capital Management, Inc.211KShares$9.78 Million1.93% of portfolio
-
Sculati Wealth Management, LLC Bloomfield Hills, MI198KShares$9.21 Million3.77% of portfolio