Tolleson Wealth Management, Inc. Invesco S&P Smallcap Value Wit Transaction History

Tolleson Wealth Management, Inc.

  • $488 Million
  • Q4 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 30,000 shares of XSVM stock, worth $1.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
30,000
Previous 30,000 -0.0%
Holding current value
$1.5 Million
Previous $1.65 Million 0.97%
% of portfolio
0.34%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021
SELL
$46.5 - $51.75 $154,984 - $172,482
-3,333 Reduced 10.0%
30,000 $1.51 Million
Q4 2018

Apr 09, 2019
BUY
$25.28 - $32.29 $842,658 - $1.08 Million
33,333 New
33,333 $880,000

Others Institutions Holding XSVM

# of Institutions
152
Shares Held
9.87M
Call Options Held
100
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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