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

208

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$106 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$79.1 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$61.9 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$60.9 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$48.8 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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