Uniting Wealth Partners, LLC Invesco S&P Smallcap Momentum Transaction History
Uniting Wealth Partners, LLC
- $207 Billion
- Q4 2024
A detailed history of Uniting Wealth Partners, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 91,382 shares of XSMO stock, worth $6.21 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
91,382Holding current value
$6.21 Million% of portfolio
2.92%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
197Shares Held
12.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$122 Million0.05% of portfolio
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Envestnet Asset Management Inc1.23MShares$83.5 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$71.2 Million0.17% of portfolio
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Steward Partners Investment Advisory, LLC487KShares$33.1 Million0.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL464KShares$31.5 Million0.01% of portfolio