Orion Portfolio Solutions, LLC Invesco S&P Smallcap Momentum Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
A detailed history of Orion Portfolio Solutions, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 15,918 shares of XSMO stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,918
Previous 13,994
13.75%
Holding current value
$1.13 Million
Previous $878,000
13.67%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
266Shares 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
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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