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

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Apex Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Apex Wealth Management, LLC holds 34,063 shares of XSVM stock, worth $1.8 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
34,063
Previous 33,800 0.78%
Holding current value
$1.8 Million
Previous $1.84 Billion 7.14%
% of portfolio
1.54%
Previous 1.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$49.34 - $55.91 $12,976 - $14,704
263 Added 0.78%
34,063 $1.71 Billion
Q4 2024

Feb 14, 2025
BUY
$53.38 - $60.64 $1.8 Million - $2.05 Million
33,800 New
33,800 $1.84 Billion

Others Institutions Holding XSVM

# of Institutions
143
Shares Held
7.62M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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