Meridian Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 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 106,237 shares of XSMO stock, worth $6.93 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
106,237
Previous 109,567
3.04%
Holding current value
$6.93 Million
Previous $7.25 Million
3.16%
% of portfolio
0.34%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$117 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.34MShares$87.4 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$68.4 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$67.3 Million0.15% of portfolio
-
Morgan Stanley New York, NY827KShares$53.9 Million0.0% of portfolio