New Edge Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, New Edge Advisors, LLC holds 575 shares of XSVM stock, worth $31,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares
575
Previous 360 59.72%
Holding current value
$31,498
Previous $18,000 77.78%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$51.33 - $58.15 $11,035 - $12,502
215 Added 59.72%
575 $32,000
Q1 2025

May 15, 2025
SELL
$49.34 - $55.91 $217,934 - $246,954
-4,417 Reduced 92.46%
360 $18,000
Q4 2024

Feb 13, 2025
BUY
$53.38 - $60.64 $235,779 - $267,846
4,417 Added 1226.94%
4,777 $260,000
Q3 2024

Nov 14, 2024
BUY
$51.3 - $59.04 $12,825 - $14,760
250 Added 227.27%
360 $19,000
Q4 2022

Feb 14, 2023
BUY
$42.21 - $50.23 $4,643 - $5,525
110 New
110 $5,000

Others Institutions Holding XSVM

# of Institutions
135
Shares Held
6.76M
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
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