Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History
Premier Path Wealth Partners, LLC
- $587 Billion
- Q2 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 37,685 shares of XSVM stock, worth $2.04 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,685
Previous 35,551
6.0%
Holding current value
$2.04 Million
Previous $2.02 Billion
2.42%
% of portfolio
0.34%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
8.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90.4 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$36.6 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$32.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.7 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.2 Million0.12% of portfolio