Merriman Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 14,417 shares of XSMO stock, worth $949,503. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,417
Previous 14,706
1.97%
Holding current value
$949,503
Previous $887,000
2.48%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XSMO
# of Institutions
109Shares Held
5.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$75.5 Million0.04% of portfolio
-
Steward Partners Investment Advisory, LLC426KShares$28 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA290KShares$19.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY208KShares$13.7 Million0.0% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN201KShares$13.2 Million0.56% of portfolio