Nbz Investment Advisors LLC Invesco S&P Smallcap Momentum Transaction History
Nbz Investment Advisors LLC
- $192 Billion
- Q3 2025
A detailed history of Nbz Investment Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 162,052 shares of XSMO stock, worth $11.5 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
162,052
Previous 144,650
12.03%
Holding current value
$11.5 Million
Previous $9.84 Billion
21.17%
% of portfolio
6.22%
Previous 5.6%
Shares
4 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