Wealth Alliance Invesco S&P Smallcap Momentum Transaction History
Wealth Alliance
- $811 Million
- Q4 2024
A detailed history of Wealth Alliance transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealth Alliance holds 6,883 shares of XSMO stock, worth $431,357. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,883
Previous 4,100
67.88%
Holding current value
$431,357
Previous $271,000
67.9%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
204Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$112 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$84 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$65.7 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$64.7 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$51.8 Million0.0% of portfolio