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 $8,795. This represents 0.01% of its overall portfolio holdings.
Number of Shares
124
Previous 124
-0.0%
Holding current value
$8,795
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
267Shares 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