Uniting Wealth Partners, LLC Invesco S&P Smallcap Momentum Transaction History
Uniting Wealth Partners, LLC
- $259 Billion
- Q2 2025
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 56,648 shares of XSMO stock, worth $4.14 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
56,648
Previous 3,224
1657.07%
Holding current value
$4.14 Million
Previous $202 Million
1804.64%
% of portfolio
1.49%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
243Shares Held
18.4MCall Options Held
21.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$128 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.58MShares$116 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.28MShares$93.5 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.6 Million0.03% of portfolio