Meridian Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 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 109,567 shares of XSMO stock, worth $7.73 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
109,567
Previous 104,460
4.89%
Holding current value
$7.73 Million
Previous $6.27 Million
15.63%
% of portfolio
0.36%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
173Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$89.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$86.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$84.4 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$49.4 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$33.9 Million0.3% of portfolio