Valley National Advisers Inc Invesco S&P Smallcap Momentum Transaction History
Valley National Advisers Inc
- $554 Million
- Q3 2024
A detailed history of Valley National Advisers Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Valley National Advisers Inc holds 4,886 shares of XSMO stock, worth $325,212. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,886
Previous 4,029
21.27%
Holding current value
$325,212
Previous $241,000
34.02%
% of portfolio
0.06%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$84.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$81.8 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$79.7 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$46.7 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$32 Million0.3% of portfolio