Wetherby Asset Management Inc Invesco S&P Smallcap Value Wit Transaction History
Wetherby Asset Management Inc
- $2.38 Billion
- Q3 2025
A detailed history of Wetherby Asset Management Inc transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wetherby Asset Management Inc holds 5,000 shares of XSVM stock, worth $273,900. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$273,900
Previous $259,000
8.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
135Shares Held
6.75MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC903KShares$49.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC468KShares$25.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY384KShares$21.1 Million0.0% of portfolio
-
Valmark Advisers, Inc.311KShares$17 Million0.23% of portfolio
-
360 Financial, Inc.311KShares$17 Million5.65% of portfolio