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 $409,325. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,849

Holding current value

$409,325

% 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

151

Shares Held

9.86M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.68M
Shares

$87.7 Million
0.04% of portfolio
Cwm, LLC

732K
Shares

$38.2 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

700K
Shares

$36.5 Million
0.06% of portfolio
Morgan Stanley New York, NY

546K
Shares

$28.5 Million
0.0% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

483K
Shares

$25.2 Million
0.42% of portfolio

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Account

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