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

Able Wealth Management LLC

$110 Billion
Q4 2023

A detailed history of Able Wealth Management LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Able Wealth Management LLC holds 177 shares of XSVM stock, worth $9,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

177

Holding current value

$9,566

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$45.09 - $55.21 $7,980 - $9,772	177 New	177 $9.61 Million

Others Institutions Holding XSVM

# of Institutions

143

Shares Held

8.68M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$90.4 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

677K
Shares

$36.6 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

608K
Shares

$32.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

587K
Shares

$31.7 Million
0.0% of portfolio
Cwm, LLC

466K
Shares

$25.2 Million
0.12% of portfolio

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

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