Williams & Novak, LLC Invesco S&P Smallcap Value Wit Transaction History

Williams & Novak, LLC

  • $104 Billion
  • Q4 2024

A detailed history of Williams & Novak, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Williams & Novak, LLC holds 30,390 shares of XSVM stock, worth $1.68 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
30,390
Previous 18,115 67.76%
Holding current value
$1.68 Million
Previous $996 Million 66.21%
% of portfolio
1.6%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$53.38 - $60.64 $655,239 - $744,356
12,275 Added 67.76%
30,390 $1.66 Billion
Q3 2024

Oct 07, 2024
BUY
$51.3 - $59.04 $637,812 - $734,044
12,433 Added 218.81%
18,115 $996 Million
Q2 2024

Jul 12, 2024
SELL
$51.57 - $56.54 $4,744 - $5,201
-92 Reduced 1.59%
5,682 $298 Million
Q4 2023

Jan 25, 2024
BUY
$45.09 - $55.21 $260,349 - $318,782
5,774 New
5,774 $313 Million

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.12M
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
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email