Sym Financial Corp Invesco S&P Smallcap Momentum Transaction History

Sym Financial Corp

$769 Million
Q4 2024

A detailed history of Sym Financial Corp transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sym Financial Corp holds 20 shares of XSMO stock, worth $1,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,386

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$65.08 - $73.72 $1,301 - $1,474	20 New	20 $1,000

Others Institutions Holding XSMO

# of Institutions

182

Shares Held

11.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$88 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$85.2 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$83 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$48.6 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.4 Million
0.3% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

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