Concord Wealth Partners Invesco S&P Smallcap Momentum Call Options Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

197

Shares Held

12.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$122 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$91.1 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$71.2 Million
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

637K
Shares

$43.3 Million
0.01% of portfolio
Steward Partners Investment Advisory, LLC

487K
Shares

$33.1 Million
0.29% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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