Perigon Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 3,477 shares of XSMO stock, worth $232,402. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,477Holding current value
$232,402% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$84.9 Million0.04% of portfolio
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Envestnet Asset Management Inc1.23MShares$82.2 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$80 Million0.19% of portfolio
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Mainstay Capital Management LLC701KShares$46.9 Million8.51% of portfolio
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Steward Partners Investment Advisory, LLC481KShares$32.2 Million0.3% of portfolio