Wagner Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 296 shares of XSVM stock, worth $14,983. This represents 0.01% of its overall portfolio holdings.
Number of Shares
296
Previous 294
0.68%
Holding current value
$14,983
Previous $16,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XSVM
# of Institutions
152Shares Held
9.87MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$85.1 Million0.04% of portfolio
-
Cwm, LLC732KShares$37 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$35.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$27.7 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$24.5 Million0.42% of portfolio