Accel Wealth Management Invesco S&P Smallcap Momentum Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
A detailed history of Accel Wealth Management transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Accel Wealth Management holds 16,425 shares of XSMO stock, worth $1.09 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,425
Previous 15,536
5.72%
Holding current value
$1.09 Million
Previous $932,000
16.63%
% of portfolio
0.41%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
135Shares Held
6.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$76.2 Million0.04% of portfolio
-
Mainstay Capital Management LLC701KShares$46.6 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$28.3 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$19.3 Million0.0% of portfolio
-
Marmo Financial Group, LLC Johnson City, TN269KShares$17.9 Million9.49% of portfolio