Laurel Wealth Planning LLC Invesco S&P Smallcap Value Wit Transaction History

Laurel Wealth Planning LLC

  • $155 Million
  • Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 31,429 shares of XSVM stock, worth $1.58 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
31,429
Previous 28,559 10.05%
Holding current value
$1.58 Million
Previous $1.57 Million 9.04%
% of portfolio
1.1%
Previous 1.03%

Shares

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

Feb 03, 2025
BUY
$53.38 - $60.64 $153,200 - $174,036
2,870 Added 10.05%
31,429 $1.71 Million
Q3 2024

Oct 28, 2024
BUY
$51.3 - $59.04 $107,165 - $123,334
2,089 Added 7.89%
28,559 $1.57 Million
Q2 2024

Jul 25, 2024
BUY
$51.57 - $56.54 $1.37 Million - $1.5 Million
26,470 New
26,470 $1.39 Million

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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