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

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

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 4,777 shares of XSVM stock, worth $241,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,777
Previous 360 1226.94%
Holding current value
$241,811
Previous $19,000 1268.42%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
151
Shares Held
9.87M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email