Ever Source Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 117 shares of XSVM stock, worth $5,852. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117Holding current value
$5,852% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.77MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$84.1 Million0.04% of portfolio
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Cwm, LLC732KShares$36.6 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$35 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$27.3 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$24.2 Million0.42% of portfolio