Wagner Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Wagner Wealth Management, LLC
- $284 Million
- Q3 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 $4,870. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 60
25.0%
Holding current value
$4,870
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$82.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$79.8 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$77.7 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$45.5 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$31.3 Million0.3% of portfolio