Meridian Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
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 106,237 shares of XSMO stock, worth $7.33 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
106,237
Previous 109,567
3.04%
Holding current value
$7.33 Million
Previous $7.25 Million
3.16%
% of portfolio
0.34%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
192Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$87.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$84.8 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$72.3 Million0.17% of portfolio
-
Steward Partners Investment Advisory, LLC487KShares$33.6 Million0.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL464KShares$32 Million0.01% of portfolio