Harbor Asset Planning, Inc. Invesco S&P Smallcap Value Wit Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 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 961 shares of XSVM stock, worth $52,643. This represents 0.05% of its overall portfolio holdings.
Number of Shares
961
Previous 954
0.73%
Holding current value
$52,643
Previous $49.6 Million
9.36%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
136Shares Held
6.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$49.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC468KShares$25.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY384KShares$21.1 Million0.0% of portfolio
-
Valmark Advisers, Inc.311KShares$17 Million0.23% of portfolio
-
360 Financial, Inc.311KShares$17 Million5.65% of portfolio