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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,532 shares of XSMO stock, worth $244,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,532
Previous 3,477 1.58%
Holding current value
$244,802
Previous $230,000 1.3%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$65.08 - $73.72 $3,579 - $4,054
55 Added 1.58%
3,532 $233,000
Q3 2024

Oct 16, 2024
BUY
$59.5 - $67.14 $206,881 - $233,445
3,477 New
3,477 $230,000

Others Institutions Holding XSMO

# of Institutions
182
Shares Held
11.4M
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 Perigon Wealth Management, LLC Portfolio

Follow Perigon 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email