Anderson Financial Strategies, LLC Invesco S&P Smallcap Value Wit Transaction History

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025

A detailed history of Anderson Financial Strategies, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 249 shares of XSVM stock, worth $13,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares
249
Previous 117,454 99.79%
Holding current value
$13,271
Previous $6.4 Billion 99.8%
% of portfolio
0.01%
Previous 3.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
SELL
$49.34 - $55.91 $5.78 Million - $6.55 Million
-117,205 Reduced 99.79%
249 $12.5 Million
Q4 2024

Feb 14, 2025
BUY
$53.38 - $60.64 $6.27 Million - $7.12 Million
117,454 New
117,454 $6.4 Billion

Others Institutions Holding XSVM

# of Institutions
141
Shares Held
8.15M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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