Comprehensive Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 10,215 shares of XSMO stock, worth $679,195. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,215
Previous 8,968
13.9%
Holding current value
$679,195
Previous $540,000
13.52%
% of portfolio
0.46%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding XSMO
# of Institutions
135Shares Held
6.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$76.2 Million0.04% of portfolio
-
Mainstay Capital Management LLC701KShares$46.6 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$28.3 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$19.3 Million0.0% of portfolio
-
Marmo Financial Group, LLC Johnson City, TN269KShares$17.9 Million9.49% of portfolio