Mfa Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Mfa Wealth Advisors, LLC
- $455 Million
- Q4 2025
A detailed history of Mfa Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 65,072 shares of XSMO stock, worth $4.62 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
65,072
Previous 63,580
2.35%
Holding current value
$4.62 Million
Previous $4.68 Million
1.33%
% of portfolio
1.01%
Previous 1.05%
Shares
4 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