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

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,155 shares of XSVM stock, worth $58,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,155

Previous 983 17.5%

Holding current value

$58,200

Previous $53,000 7.55%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.34 - $55.91 $8,486 - $9,616	172 Added 17.5%	1,155 $57,000
Q4 2024 Feb 13, 2025	BUY	$53.38 - $60.64 $52,472 - $59,609	983 New	983 $53,000
Q4 2023 Feb 14, 2024	BUY	$45.09 - $55.21 $8,567 - $10,489	190 Added 0.87%	21,952 $1.19 Million
Q3 2023 Oct 11, 2023	BUY	$45.54 - $50.67 $488,826 - $543,891	10,734 Added 97.33%	21,762 $1.05 Million
Q2 2023 Jul 10, 2023	BUY	$42.07 - $47.06 $204,544 - $228,805	4,862 Added 78.85%	11,028 $512,000
Q1 2023 Apr 14, 2023	BUY	$43.13 - $52.31 $47,788 - $57,959	1,108 Added 21.91%	6,166 $280,000
Q4 2022 Jan 31, 2023	BUY	$42.21 - $50.23 $213,498 - $254,063	5,058 New	5,058 $231,000

Others Institutions Holding XSVM

# of Institutions

142

Shares Held

8.15M

Call Options Held

Put Options Held

100

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About INVESCO S&P SMALLCAP VALUE WIT

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