49 Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024

A detailed history of 49 Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, 49 Wealth Management, LLC holds 21,224 shares of XSVM stock, worth $1.23 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,224
Previous 26,862 20.99%
Holding current value
$1.23 Million
Previous $1.4 Billion 16.62%
% of portfolio
0.19%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$51.3 - $59.04 $289,229 - $332,867
-5,638 Reduced 20.99%
21,224 $1.17 Billion
Q2 2024

Jul 30, 2024
SELL
$51.57 - $56.54 $12.6 Million - $13.9 Million
-244,998 Reduced 90.12%
26,862 $1.4 Billion
Q1 2024

May 07, 2024
BUY
$50.53 - $56.94 $1.64 Million - $1.85 Million
32,489 Added 13.57%
271,860 $15.4 Billion
Q4 2023

May 07, 2024
BUY
$45.09 - $55.21 $10.8 Million - $13.2 Million
239,371 New
239,371 $13 Billion

Others Institutions Holding XSVM

# of Institutions
141
Shares Held
9.34M
Call Options Held
0
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
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