Great Valley Advisor Group, Inc. Invesco S&P Smallcap Momentum Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$59.5 - $67.14 $238,714 - $269,365	4,012 New	4,012 $265,000

Others Institutions Holding XSMO

# of Institutions

207

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$108 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$80.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$63.1 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$62.1 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$49.8 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.