Wetzel Investment Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 707 shares of XSVM stock, worth $38,071. This represents 0.02% of its overall portfolio holdings.
Number of Shares
707
Previous 430
64.42%
Holding current value
$38,071
Previous $24,000
54.17%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
144Shares Held
8.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$36.5 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$32.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.6 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.1 Million0.12% of portfolio