Us Advisors Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 70,486 shares of XSMO stock, worth $4.9 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
70,486
Previous 19,951
253.3%
Holding current value
$4.9 Million
Previous $1.31 Million
254.84%
% of portfolio
1.51%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding XSMO
# of Institutions
183Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$88.3 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$85.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$83.2 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$48.8 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$33.5 Million0.3% of portfolio