Ullmann Wealth Partners Group, LLC Invesco S&P Smallcap Momentum Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 3,110 shares of XSMO stock, worth $192,633. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,110
Previous 3,110
-0.0%
Holding current value
$192,633
Previous $205,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding XSMO
# of Institutions
204Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$83 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$65 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$63.9 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$51.2 Million0.0% of portfolio