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

49 Wealth Management, LLC

  • $466 Billion
  • Q1 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 271,860 shares of XSVM stock, worth $14.2 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
271,860
Previous 239,371 13.57%
Holding current value
$14.2 Million
Previous $13 Billion 18.54%
% of portfolio
3.3%
Previous 3.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
133
Shares Held
8.43M
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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