Theory Financial LLC Invesco S&P Smallcap Momentum Transaction History
Theory Financial LLC
- $210 Million
- Q2 2024
A detailed history of Theory Financial LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Theory Financial LLC holds 53,826 shares of XSMO stock, worth $3.37 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
53,826
Previous 67,402
20.14%
Holding current value
$3.37 Million
Previous $4.07 Million
20.49%
% of portfolio
1.54%
Previous 2.08%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
110Shares Held
5.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$71.7 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$26.6 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$18.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$12.6 Million0.56% of portfolio