Wr Wealth Planners, LLC Invesco S&P Smallcap Momentum Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 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 $1,426. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 21
-0.0%
Holding current value
$1,426
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
197Shares Held
12.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$122 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$91.1 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$71.2 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA637KShares$43.3 Million0.01% of portfolio
-
Steward Partners Investment Advisory, LLC487KShares$33.1 Million0.29% of portfolio