Stephens Inc Invesco S&P Smallcap Momentum Transaction History

Stephens Inc

  • $6.77 Billion
  • Q3 2024

A detailed history of Stephens Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Stephens Inc holds 7,174 shares of XSMO stock, worth $477,501. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,174
Previous 7,019 2.21%
Holding current value
$477,501
Previous $421,000 12.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$59.5 - $67.14 $9,222 - $10,406
155 Added 2.21%
7,174 $474,000
Q1 2024

May 15, 2024
BUY
$54.33 - $60.32 $10,866 - $12,064
200 Added 2.93%
7,019 $423,000
Q4 2023

Feb 13, 2024
BUY
$45.31 - $57.51 $56,637 - $71,887
1,250 Added 22.45%
6,819 $386,000
Q2 2023

Aug 14, 2023
BUY
$43.62 - $48.48 $242,919 - $269,985
5,569 New
5,569 $269,000

Others Institutions Holding XSMO

# of Institutions
176
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Stephens Inc Portfolio

Follow Stephens Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Inc , based on Form 13F filings with the SEC.

News

Stay updated on Stephens Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email