Betterment LLC Invesco S&P Smallcap Momentum Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Betterment LLC holds 14,522 shares of XSMO stock, worth $943,058. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,522
Previous 12,733
14.05%
Holding current value
$943,058
Previous $765,000
25.62%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$82.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$79.8 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$77.7 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$45.5 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$31.3 Million0.3% of portfolio