Tolleson Wealth Management, Inc. Invesco S&P Smallcap Momentum Transaction History

Tolleson Wealth Management, Inc.

  • $518 Million
  • Q1 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 29,468 shares of XSMO stock, worth $2.02 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
29,468
Previous 29,468 -0.0%
Holding current value
$2.02 Million
Previous $1.95 Million 5.08%
% of portfolio
0.36%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021
SELL
$50.08 - $54.95 $163,961 - $179,906
-3,274 Reduced 10.0%
29,468 $1.57 Million
Q4 2018

Apr 09, 2019
BUY
$28.65 - $39.03 $938,058 - $1.28 Million
32,742 New
32,742 $1.01 Million

Others Institutions Holding XSMO

# of Institutions
243
Shares Held
16.7M
Call Options Held
21.9K
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
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