Great Valley Advisor Group, Inc. Invesco S&P Smallcap Momentum Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 128,794 shares of XSMO stock, worth $9.14 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
128,794
Previous 119,950
7.37%
Holding current value
$9.14 Million
Previous $8.16 Million
16.14%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
266Shares Held
19.3MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.1MShares$149 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.7MShares$120 Million0.19% of portfolio
-
Envestnet Asset Management Inc1.62MShares$115 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.33MShares$94.2 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA790KShares$56 Million0.01% of portfolio