Valued Wealth Advisors LLC Invesco S&P Smallcap Value Wit Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 17,848 shares of XSVM stock, worth $894,898. This represents 0.61% of its overall portfolio holdings.

Number of Shares
17,848
Previous 17,861 0.07%
Holding current value
$894,898
Previous $982 Million 1.0%
% of portfolio
0.61%
Previous 0.64%

Shares

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

Jan 22, 2025
SELL
$53.38 - $60.64 $693 - $788
-13 Reduced 0.07%
17,848 $972 Million
Q3 2024

Oct 28, 2024
SELL
$51.3 - $59.04 $132,354 - $152,323
-2,580 Reduced 12.62%
17,861 $982 Million
Q2 2024

Jul 16, 2024
BUY
$51.57 - $56.54 $515 - $565
10 Added 0.05%
20,441 $1.07 Billion
Q1 2024

Apr 30, 2024
BUY
$50.53 - $56.94 $386,908 - $435,989
7,657 Added 59.94%
20,431 $1.16 Billion
Q4 2023

Jan 05, 2024
BUY
$45.09 - $55.21 $575,979 - $705,252
12,774 New
12,774 $615 Million

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.86M
Call Options Held
100
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 Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email