Vest Gen Advisors, LLC Invesco S&P Smallcap Momentum Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 51,715 shares of XSMO stock, worth $3.67 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
51,715
Previous 35,863
44.2%
Holding current value
$3.67 Million
Previous $2.44 Billion
55.97%
% of portfolio
0.13%
Previous 0.1%
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