Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 39,740 shares of XSVM stock, worth $2.16 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
39,740
Previous 37,685
5.45%
Holding current value
$2.16 Million
Previous $1.97 Billion
10.71%
% of portfolio
0.34%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$89.3 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$37.5 Million0.06% of portfolio
-
Cwm, LLC673KShares$36.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$32 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$25.7 Million0.0% of portfolio