Wagner Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 75 shares of XSMO stock, worth $5,148. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$5,148
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$123 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$92 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$72 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$70.9 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$56.8 Million0.0% of portfolio