Harbor Asset Planning, Inc. Invesco S&P Smallcap Momentum Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 591 shares of XSMO stock, worth $41,919. This represents 0.04% of its overall portfolio holdings.
Number of Shares
591
Previous 590
0.17%
Holding current value
$41,919
Previous $40.2 Million
8.34%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
268Shares 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