Asset Allocation Strategies LLC Invesco S&P Smallcap Value Wit Transaction History
Asset Allocation Strategies LLC
- $452 Billion
- Q2 2025
A detailed history of Asset Allocation Strategies LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 23,861 shares of XSVM stock, worth $1.26 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
23,861
Previous 26,860
11.17%
Holding current value
$1.26 Million
Previous $1.35 Billion
8.0%
% of portfolio
0.27%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding XSVM
# of Institutions
137Shares Held
6.99MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$57.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC480KShares$25.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC431KShares$22.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY375KShares$19.7 Million0.0% of portfolio
-
360 Financial, Inc.314KShares$16.5 Million5.15% of portfolio