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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,532 shares of XSMO stock, worth $245,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,532
Previous 3,477 1.58%
Holding current value
$245,085
Previous $230,000 1.3%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$65.08 - $73.72 $3,579 - $4,054
55 Added 1.58%
3,532 $233,000
Q3 2024

Oct 16, 2024
BUY
$59.5 - $67.14 $206,881 - $233,445
3,477 New
3,477 $230,000

Others Institutions Holding XSMO

# of Institutions
187
Shares Held
11.6M
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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