Wespac Advisors So Cal, LLC Invesco S&P Smallcap Value Wit Transaction History
Wespac Advisors So Cal, LLC
- $435 Million
- Q4 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 20,160 shares of XSVM stock, worth $1.05 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,160
Previous 20,160
-0.0%
Holding current value
$1.05 Million
Previous $1.11 Million
0.9%
% of portfolio
0.25%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.86MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$87.7 Million0.04% of portfolio
-
Cwm, LLC732KShares$38.2 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$36.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$28.5 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$25.2 Million0.42% of portfolio