Valued Wealth Advisors LLC Invesco S&P Smallcap Value Wit Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 17,861 shares of XSVM stock, worth $968,066. This represents 0.64% of its overall portfolio holdings.

Number of Shares
17,861
Previous 20,441 12.62%
Holding current value
$968,066
Previous $1.07 Billion 8.27%
% of portfolio
0.64%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$51.3 - $59.04 $132,354 - $152,323
-2,580 Reduced 12.62%
17,861 $982 Million
Q2 2024

Jul 16, 2024
BUY
$51.57 - $56.54 $515 - $565
10 Added 0.05%
20,441 $1.07 Billion
Q1 2024

Apr 30, 2024
BUY
$50.53 - $56.94 $386,908 - $435,989
7,657 Added 59.94%
20,431 $1.16 Billion
Q4 2023

Jan 05, 2024
BUY
$45.09 - $55.21 $575,979 - $705,252
12,774 New
12,774 $615 Million

Others Institutions Holding XSVM

# of Institutions
141
Shares Held
8.98M
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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