49 Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, 49 Wealth Management, LLC holds 14,567 shares of XSVM stock, worth $670,227. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,567
Previous 21,224 31.37%
Holding current value
$670,227
Previous $1.17 Billion 32.0%
% of portfolio
0.11%
Previous 0.19%

Shares

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

Feb 14, 2025
SELL
$53.38 - $60.64 $355,350 - $403,680
-6,657 Reduced 31.37%
14,567 $794 Million
Q3 2024

Nov 12, 2024
SELL
$51.3 - $59.04 $289,229 - $332,867
-5,638 Reduced 20.99%
21,224 $1.17 Billion
Q2 2024

Jul 30, 2024
SELL
$51.57 - $56.54 $12.6 Million - $13.9 Million
-244,998 Reduced 90.12%
26,862 $1.4 Billion
Q1 2024

May 07, 2024
BUY
$50.53 - $56.94 $1.64 Million - $1.85 Million
32,489 Added 13.57%
271,860 $15.4 Billion
Q4 2023

May 07, 2024
BUY
$45.09 - $55.21 $10.8 Million - $13.2 Million
239,371 New
239,371 $13 Billion

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.61M
Call Options Held
100
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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