Aspire Wealth Management Corp Invesco S&P Smallcap Value Wit Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Aspire Wealth Management Corp holds 125,454 shares of XSVM stock, worth $6.6 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
125,454
Previous 124,973
0.38%
Holding current value
$6.6 Million
Previous $6.55 Million
5.38%
% of portfolio
3.96%
Previous 3.95%
Shares
12 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
7.62MCall Options Held
0Put Options Held
100-
Lpl Financial LLC Fort Mill, SC1.23MShares$64.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY538KShares$28.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$26.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC431KShares$22.7 Million0.03% of portfolio
-
360 Financial, Inc.314KShares$16.5 Million5.15% of portfolio