Meridian Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 109,567 shares of XSMO stock, worth $7.32 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
109,567
Previous 104,460 4.89%
Holding current value
$7.32 Million
Previous $6.27 Million 15.63%
% of portfolio
0.36%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.5 - $67.14 $303,866 - $342,883
5,107 Added 4.89%
109,567 $7.25 Million
Q2 2024

Aug 08, 2024
BUY
$56.16 - $61.72 $5.87 Million - $6.45 Million
104,460 New
104,460 $6.27 Million

Others Institutions Holding XSMO

# of Institutions
176
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email