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 $546,769. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,225
Previous 9,720
15.48%
Holding current value
$546,769
Previous $538 Million
99.88%
% of portfolio
0.35%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding PSCF
# of Institutions
25Shares Held
125KCall Options Held
0Put Options Held
0-
Harbor Capital Advisors, Inc.32.3KShares$1.57 Million0.08% of portfolio
-
Morgan Stanley New York, NY28.3KShares$1.38 Million0.0% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL8.34KShares$406,3380.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49KShares$316,0790.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.95KShares$289,5800.0% of portfolio