Harbor Asset Planning, Inc. Invesco S&P Smallcap Value Wit Transaction History

Harbor Asset Planning, Inc.

  • $117 Billion
  • Q4 2025

A detailed history of Harbor Asset Planning, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 965 shares of XSVM stock, worth $52,862. This represents 0.05% of its overall portfolio holdings.

Number of Shares
965
Previous 961 0.42%
Holding current value
$52,862
Previous $54.2 Million 1.64%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$54.07 - $56.94 $216 - $227
4 Added 0.42%
965 $55.1 Million
Q3 2025

Oct 17, 2025
BUY
$51.33 - $58.15 $359 - $407
7 Added 0.73%
961 $54.2 Million
Q2 2025

Jul 29, 2025
BUY
$44.22 - $52.08 $42,185 - $49,684
954 New
954 $49.6 Million

Others Institutions Holding XSVM

# of Institutions
134
Shares Held
6.74M
Call Options Held
0
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
Track This Portfolio

Track Harbor Asset Planning, Inc. Portfolio

Follow Harbor Asset Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Harbor Asset Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email