Wr Wealth Planners, LLC Invesco S&P Smallcap Momentum Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 21 shares of XSMO stock, worth $1,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,389

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$59.5 - $67.14 $1,249 - $1,409	21 New	21 $1,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.1 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$81.4 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$79.2 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.4 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$31.8 Million
0.3% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Invesco S&P Smallcap Momentum Transaction History