Pensionmark Financial Group, LLC Invesco S&P Smallcap Value Wit Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 14,477 shares of XSVM stock, worth $796,524. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,477
Previous 14,477 -0.0%
Holding current value
$796,524
Previous $796,000 -0.0%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$51.3 - $59.04 $742,670 - $854,722
14,477 New
14,477 $796,000
Q1 2023

May 15, 2023
SELL
$43.13 - $52.31 $4,356 - $5,283
-101 Reduced 1.0%
10,009 $455,000
Q4 2022

Feb 14, 2023
BUY
$42.21 - $50.23 $20,134 - $23,959
477 Added 4.95%
10,110 $462,000
Q3 2022

Nov 14, 2022
SELL
$41.2 - $51.05 $8,940 - $11,077
-217 Reduced 2.2%
9,633 $397,000
Q2 2022

Aug 09, 2022
BUY
$44.09 - $54.47 $434,286 - $536,529
9,850 New
9,850 $485,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.35M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
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