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

Dopkins Wealth Management, LLC

  • $189 Million
  • Q4 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 24,537 shares of XSVM stock, worth $1.31 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
24,537
Previous 5,114 379.8%
Holding current value
$1.31 Million
Previous $281,000 375.44%
% of portfolio
0.71%
Previous 0.23%

Shares

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

Feb 10, 2025
BUY
$53.38 - $60.64 $1.04 Million - $1.18 Million
19,423 Added 379.8%
24,537 $1.34 Million
Q3 2024

Nov 06, 2024
BUY
$51.3 - $59.04 $262,348 - $301,930
5,114 New
5,114 $281,000

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.86M
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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