Merriman Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 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 12,916 shares of XSMO stock, worth $890,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,916
Previous 14,417 10.41%
Holding current value
$890,816
Previous $865,000 1.27%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$59.5 - $67.14 $89,309 - $100,777
-1,501 Reduced 10.41%
12,916 $854,000
Q2 2024

Aug 13, 2024
SELL
$56.16 - $61.72 $16,230 - $17,837
-289 Reduced 1.97%
14,417 $865,000
Q1 2024

May 14, 2024
SELL
$54.33 - $60.32 $33,249 - $36,915
-612 Reduced 4.0%
14,706 $887,000
Q4 2023

Feb 13, 2024
BUY
$45.31 - $57.51 $694,058 - $880,938
15,318 New
15,318 $867,000

Others Institutions Holding XSMO

# of Institutions
192
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email