Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 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 41,043 shares of XSVM stock, worth $2.2 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
41,043
Previous 39,740
3.28%
Holding current value
$2.2 Million
Previous $2.19 Billion
2.32%
% of portfolio
0.34%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.87MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$90 Million0.04% of portfolio
-
Cwm, LLC732KShares$39.1 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$37.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$29.2 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$25.9 Million0.42% of portfolio