Milestone Wealth, LLC Invesco S&P Smallcap Momentum Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Milestone Wealth, LLC holds 124 shares of XSMO stock, worth $7,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares
124
Previous 124 -0.0%
Holding current value
$7,552
Previous $5,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022
SELL
$42.6 - $51.8 $298 - $362
-7 Reduced 5.65%
117 $5,000
Q4 2021

Feb 16, 2022
BUY
$52.46 - $61.1 $6,505 - $7,576
124 New
124 $7,000

Others Institutions Holding XSMO

# of Institutions
204
Shares Held
15M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email