Lowery Thomas, LLC Invesco S&P Smallcap Value Wit Transaction History

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024

A detailed history of Lowery Thomas, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Lowery Thomas, LLC holds 23,302 shares of XSVM stock, worth $1.28 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
23,302
Previous 21,043 10.74%
Holding current value
$1.28 Million
Previous $1.1 Million 16.24%
% of portfolio
0.87%
Previous 0.8%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$51.3 - $59.04 $115,886 - $133,371
2,259 Added 10.74%
23,302 $1.28 Million
Q2 2024

Aug 02, 2024
BUY
$51.57 - $56.54 $67,917 - $74,463
1,317 Added 6.68%
21,043 $1.1 Million
Q1 2024

May 10, 2024
BUY
$50.53 - $56.94 $82,111 - $92,527
1,625 Added 8.98%
19,726 $1.12 Million
Q4 2023

Feb 05, 2024
SELL
$45.09 - $55.21 $30,029 - $36,769
-666 Reduced 3.55%
18,101 $980,000
Q3 2023

Nov 01, 2023
BUY
$45.54 - $50.67 $75,004 - $83,453
1,647 Added 9.62%
18,767 $903,000
Q2 2023

Jul 31, 2023
BUY
$42.07 - $47.06 $15,439 - $17,271
367 Added 2.19%
17,120 $795,000
Q1 2023

May 04, 2023
BUY
$43.13 - $52.31 $722,556 - $876,349
16,753 New
16,753 $762,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.34M
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 Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC 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 Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email