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

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Retirement Group, LLC holds 7,849 shares of XSVM stock, worth $434,599. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,849

Holding current value

$434,599

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$50.53 - $56.94 $396,609 - $446,922	7,849 New	7,849 $446,000

Others Institutions Holding XSVM

# of Institutions

141

Shares Held

9.12M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.64M
Shares

$90.9 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

690K
Shares

$38.2 Million
0.06% of portfolio
Cwm, LLC

673K
Shares

$37.3 Million
0.16% of portfolio
Morgan Stanley New York, NY

587K
Shares

$32.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

472K
Shares

$26.1 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Retirement Group, LLC Invesco S&P Smallcap Value Wit Transaction History