Wealth Alliance Invesco S&P Smallcap Momentum Transaction History
Wealth Alliance
- $811 Million
- Q4 2024
A detailed history of Wealth Alliance transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealth Alliance holds 6,883 shares of XSMO stock, worth $475,959. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,883
Previous 4,100
67.88%
Holding current value
$475,959
Previous $271,000
67.9%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
187Shares Held
11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$87.8 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$85 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$82.8 Million0.19% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$33.3 Million0.3% of portfolio
-
Morgan Stanley New York, NY436KShares$30.2 Million0.0% of portfolio