Abound Wealth Management Invesco S&P Smallcap Momentum Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Abound Wealth Management holds 97 shares of XSMO stock, worth $5,778. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 97
-0.0%
Holding current value
$5,778
Previous $6.39 Million
4.79%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
208Shares Held
15.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$107 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$79.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$62.5 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$61.5 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$49.3 Million0.0% of portfolio