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

49 Wealth Management, LLC

$702 Billion
Q4 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 14,567 shares of XSVM stock, worth $738,838. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,567

Previous 21,224 31.37%

Holding current value

$738,838

Previous $1.17 Billion 32.0%

% of portfolio

0.11%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$53.38 - $60.64 $355,350 - $403,680	-6,657 Reduced 31.37%	14,567 $794 Million
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

151

Shares Held

9.87M

Call Options Held

100

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

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