Financial Freedom, LLC Invesco S&P Smallcap Momentum Transaction History

Financial Freedom, LLC

$190 Billion
Q4 2024

A detailed history of Financial Freedom, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Financial Freedom, LLC holds 1,948 shares of XSMO stock, worth $116,042. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,948

Holding current value

$116,042

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$65.08 - $73.72 $126,775 - $143,606	1,948 New	1,948 $129 Million

Others Institutions Holding XSMO

# of Institutions

207

Shares Held

15.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$107 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$79.9 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$62.5 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$61.5 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$49.3 Million
0.0% of portfolio

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About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Financial Freedom, LLC Invesco S&P Smallcap Momentum Transaction History