Ae Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,845 shares of XSMO stock, worth $116,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,845
Holding current value
$116,843
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $120,072 - $136,013
1,845 New
1,845 $121,000
Q1 2023

Apr 14, 2023
SELL
$43.9 - $50.56 $270,819 - $311,904
-6,169 Reduced 14.33%
36,868 $1.71 Million
Q4 2022

Jan 31, 2023
BUY
$44.83 - $51.49 $1.93 Million - $2.22 Million
43,037 New
43,037 $2.03 Million

Others Institutions Holding XSMO

# of Institutions
201
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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