Altman Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History
Altman Advisors, Inc.
- $204 Million
- Q1 2024
A detailed history of Altman Advisors, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Altman Advisors, Inc. holds 60,500 shares of XSVM stock, worth $3.39 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
60,500
Previous 57,667
4.91%
Holding current value
$3.39 Million
Previous $3.12 Million
10.28%
% of portfolio
1.69%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
135Shares Held
8.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$84.3 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$38.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$31 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$30.4 Million0.0% of portfolio
-
Cwm, LLC466KShares$26.1 Million0.12% of portfolio