49 Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 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 26,862 shares of XSVM stock, worth $1.47 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
26,862
Previous 271,860
90.12%
Holding current value
$1.47 Million
Previous $15.4 Billion
90.89%
% of portfolio
0.28%
Previous 3.3%
Shares
3 transactions
Others Institutions Holding XSVM
# of Institutions
144Shares Held
8.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$91.5 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$37.1 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$33.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$32.1 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.5 Million0.12% of portfolio