Altman Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History

Altman Advisors, Inc.

$249 Million
Q4 2024

A detailed history of Altman Advisors, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Altman Advisors, Inc. holds 82,140 shares of XSVM stock, worth $4.16 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

82,140

Previous 80,740 1.73%

Holding current value

$4.16 Million

Previous $4.44 Million 0.79%

% of portfolio

1.8%

Previous 1.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$53.38 - $60.64 $74,732 - $84,896	1,400 Added 1.73%	82,140 $4.47 Million
Q3 2024 Nov 08, 2024	BUY	$51.3 - $59.04 $989,269 - $1.14 Million	19,284 Added 31.38%	80,740 $4.44 Million
Q2 2024 Aug 07, 2024	BUY	$51.57 - $56.54 $49,300 - $54,052	956 Added 1.58%	61,456 $3.22 Million
Q1 2024 May 08, 2024	BUY	$50.53 - $56.94 $143,151 - $161,311	2,833 Added 4.91%	60,500 $3.44 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $2.6 Million - $3.18 Million	57,667 New	57,667 $3.12 Million

Others Institutions Holding XSVM

# of Institutions

152

Shares Held

9.87M

Call Options Held

100

Put Options Held

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altman Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Altman Advisors, Inc. with notifications on news.

Account

Altman Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History