Qp Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Qp Wealth Management, LLC holds 8,145 shares of XSVM stock, worth $435,431. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,145
Previous 7,730 5.37%
Holding current value
$435,431
Previous $358,000 9.5%
% of portfolio
0.68%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 05, 2023
BUY
$45.54 - $50.67 $18,899 - $21,028
415 Added 5.37%
8,145 $392,000
Q2 2023

Jul 13, 2023
SELL
$42.07 - $47.06 $8,624 - $9,647
-205 Reduced 2.58%
7,730 $358,000
Q1 2023

Apr 25, 2023
SELL
$43.13 - $52.31 $79,143 - $95,988
-1,835 Reduced 18.78%
7,935 $361,000
Q4 2022

Jan 17, 2023
BUY
$42.21 - $50.23 $412,391 - $490,747
9,770 New
9,770 $0

Others Institutions Holding XSVM

# of Institutions
138
Shares Held
9.12M
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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