Tolleson Wealth Management, Inc. Invesco S&P Smallcap Momentum Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 29,468 shares of XSMO stock, worth $1.97 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,468
Previous 29,468
-0.0%
Holding current value
$1.97 Million
Previous $1.77 Million
10.17%
% of portfolio
0.37%
Previous 0.35%
Shares
2 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
-
Envestnet Asset Management Inc1.23MShares$82.2 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$80 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$46.9 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$32.2 Million0.3% of portfolio