Adapt Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 70,523 shares of XSMO stock, worth $4.37 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
70,523Holding current value
$4.37 Million% of portfolio
2.3%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$111 Million0.05% of portfolio
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Envestnet Asset Management Inc1.34MShares$83 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$65 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$63.9 Million0.15% of portfolio
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Morgan Stanley New York, NY827KShares$51.2 Million0.0% of portfolio