Tolleson Wealth Management, Inc. Invesco S&P Smallcap Momentum Put Options Transaction History

Tolleson Wealth Management, Inc.

$525 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.9 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$82.2 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$80 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.9 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$32.2 Million
0.3% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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