Steward Partners Investment Advisory, LLC Invesco S&P Smallcap Momentum Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 407,509 shares of XSMO stock, worth $24.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
407,509
Previous 120 339490.83%
Holding current value
$24.5 Million
Previous $6,000 409566.67%
% of portfolio
0.27%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$54.33 - $60.32 $22.1 Million - $24.6 Million
407,389 Added 339490.84%
407,509 $24.6 Million
Q4 2019

Jan 17, 2020
SELL
$36.39 - $39.62 $5,458 - $5,943
-150 Reduced 55.56%
120 $4,000
Q2 2019

Jul 25, 2019
BUY
$34.92 - $38.43 $9,428 - $10,376
270 New
270 $10,000
Q4 2018

Jan 15, 2019
SELL
$28.65 - $39.03 $7,735 - $10,538
-270 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
$32.13 - $38.66 $8,675 - $10,438
270 New
270 $10,000

Others Institutions Holding XSMO

# of Institutions
92
Shares Held
4.15M
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
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More about XSMO
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