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

Tolleson Wealth Management, Inc.

$525 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

173

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$89.2 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$86.3 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$84 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$49.2 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.8 Million
0.3% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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