Us Advisors Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 18,936 shares of XSMO stock, worth $1.24 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
18,936
Previous 17,675
7.13%
Holding current value
$1.24 Million
Previous $1.06 Million
7.47%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
142Shares Held
7.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$74.9 Million0.04% of portfolio
-
Mainstay Capital Management LLC701KShares$45.9 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$27.8 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$18.9 Million0.0% of portfolio
-
Marmo Financial Group, LLC Johnson City, TN269KShares$17.6 Million9.49% of portfolio