Western Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,513 shares of XSMO stock, worth $753,032. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,513
Previous 12,353
1.3%
Holding current value
$753,032
Previous $699,000
7.87%
% of portfolio
0.06%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding XSMO
# of Institutions
92Shares Held
4.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$54.3 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC408KShares$24.5 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA293KShares$17.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN200KShares$12 Million0.55% of portfolio
-
Morgan Stanley New York, NY186KShares$11.2 Million0.0% of portfolio