Asset Allocation Strategies LLC Invesco S&P Smallcap Value Wit Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 45,568 shares of XSVM stock, worth $2.63 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
45,568
Previous 65,476
30.41%
Holding current value
$2.63 Million
Previous $3.43 Billion
26.94%
% of portfolio
0.71%
Previous 1.15%
Shares
8 transactions
Others Institutions Holding XSVM
# of Institutions
141Shares Held
9.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$94.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$39.8 Million0.06% of portfolio
-
Cwm, LLC673KShares$38.9 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$33.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$27.2 Million0.0% of portfolio