Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History
Premier Path Wealth Partners, LLC
- $643 Billion
- Q1 2025
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 44,679 shares of XSVM stock, worth $2.14 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,679
Previous 41,043
8.86%
Holding current value
$2.14 Million
Previous $2.24 Billion
0.31%
% of portfolio
0.35%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding XSVM
# of Institutions
148Shares Held
9.6MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$80.7 Million0.04% of portfolio
-
Cwm, LLC732KShares$35.1 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$33.6 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$26.2 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$23.2 Million0.42% of portfolio