Adg Wealth Management Group, LLC Invesco S&P Smallcap Momentum Transaction History
Adg Wealth Management Group, LLC
- $132 Billion
- Q4 2025
A detailed history of Adg Wealth Management Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 2,788 shares of XSMO stock, worth $197,752. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,788Holding current value
$197,752% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
268Shares Held
19.3MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.1MShares$149 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.7MShares$120 Million0.19% of portfolio
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Envestnet Asset Management Inc1.62MShares$115 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.33MShares$94.2 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA790KShares$56 Million0.01% of portfolio