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

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 12,916 shares of XSMO stock, worth $898,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,916
Previous 14,417 10.41%
Holding current value
$898,178
Previous $865,000 1.27%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$59.5 - $67.14 $89,309 - $100,777
-1,501 Reduced 10.41%
12,916 $854,000
Q2 2024

Aug 13, 2024
SELL
$56.16 - $61.72 $16,230 - $17,837
-289 Reduced 1.97%
14,417 $865,000
Q1 2024

May 14, 2024
SELL
$54.33 - $60.32 $33,249 - $36,915
-612 Reduced 4.0%
14,706 $887,000
Q4 2023

Feb 13, 2024
BUY
$45.31 - $57.51 $694,058 - $880,938
15,318 New
15,318 $867,000

Others Institutions Holding XSMO

# of Institutions
183
Shares Held
11.4M
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
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