Atlas Wealth LLC Invesco S&P Smallcap Financial Transaction History
Atlas Wealth LLC
- $178 Million
- Q4 2024
A detailed history of Atlas Wealth LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Atlas Wealth LLC holds 11,225 shares of PSCF stock, worth $601,884. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,225
Previous 9,720
15.48%
Holding current value
$601,884
Previous $538 Million
99.88%
% of portfolio
0.35%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding PSCF
# of Institutions
26Shares Held
102KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY28.3KShares$1.52 Million0.0% of portfolio
-
Harbor Capital Advisors, Inc.8.39KShares$449,8180.02% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$447,2980.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49KShares$347,9400.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.95KShares$318,7700.0% of portfolio