Sunpointe, LLC Invesco S&P Smallcap Momentum Transaction History

Sunpointe, LLC

$122 Billion
Q3 2024

A detailed history of Sunpointe, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sunpointe, LLC holds 3,114 shares of XSMO stock, worth $207,049. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,114

Holding current value

$207,049

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$59.5 - $67.14 $185,283 - $209,073	3,114 New	3,114 $206 Million

Others Institutions Holding XSMO

# of Institutions

135

Shares Held

6.94M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.15M
Shares

$76.2 Million
0.04% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.6 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

426K
Shares

$28.3 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

290K
Shares

$19.3 Million
0.0% of portfolio
Marmo Financial Group, LLC Johnson City, TN

269K
Shares

$17.9 Million
9.49% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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