Meridian Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Meridian Wealth Management, LLC
- $2.03 Billion
- Q1 2025
A detailed history of Meridian Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 105,574 shares of XSMO stock, worth $7.2 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
105,574
Previous 106,237
0.62%
Holding current value
$7.2 Million
Previous $7.02 Million
5.68%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding XSMO
# of Institutions
222Shares Held
16.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$121 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$110 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$80.2 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$38.7 Million0.01% of portfolio