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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

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 983 shares of XSVM stock, worth $47,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
983
Holding current value
$47,636
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147
Shares Held
9.39M
Call Options Held
100
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
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More about XSVM
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