Bestgate Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Bestgate Wealth Advisors, LLC
- $49.8 Billion
- Q4 2024
A detailed history of Bestgate Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 28,262 shares of XSVM stock, worth $1.55 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
28,262Holding current value
$1.55 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
144Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$90.3 Million0.04% of portfolio
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Cwm, LLC732KShares$40.3 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$38.5 Million0.06% of portfolio
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Morgan Stanley New York, NY587KShares$32.3 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC472KShares$26 Million0.0% of portfolio