Atria Wealth Solutions, Inc. Invesco S&P Smallcap Value Wit Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,689 shares of XSVM stock, worth $318,071. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,689
Previous 10,548 46.07%
Holding current value
$318,071
Previous $529,000 44.23%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$44.22 - $52.08 $214,864 - $253,056
-4,859 Reduced 46.07%
5,689 $295,000
Q1 2025

May 09, 2025
SELL
$49.34 - $55.91 $39,274 - $44,504
-796 Reduced 7.02%
10,548 $529,000
Q4 2024

Jan 31, 2025
SELL
$53.38 - $60.64 $113,752 - $129,223
-2,131 Reduced 15.81%
11,344 $618,000
Q3 2024

Nov 08, 2024
BUY
$51.3 - $59.04 $10,260 - $11,808
200 Added 1.51%
13,475 $740,000
Q2 2024

Jul 22, 2024
SELL
$51.57 - $56.54 $34,448 - $37,768
-668 Reduced 4.79%
13,275 $695,000
Q1 2024

May 13, 2024
BUY
$50.53 - $56.94 $704,539 - $793,914
13,943 New
13,943 $793,000
Q2 2023

Aug 03, 2023
SELL
$42.07 - $47.06 $305,975 - $342,267
-7,273 Reduced 47.11%
8,166 $379,000
Q1 2023

Aug 22, 2023
BUY
$43.13 - $52.31 $286,987 - $348,070
6,654 Added 81.48%
14,820 $674,000
Q1 2023

Jun 14, 2023
BUY
$43.13 - $52.31 $26,697 - $32,379
619 Added 4.18%
15,439 $702,000
Q1 2023

May 10, 2023
SELL
$43.13 - $52.31 $26,697 - $32,379
-619 Reduced 4.01%
14,820 $674,000
Q4 2022

Aug 30, 2023
BUY
$42.21 - $50.23 $306,993 - $365,322
7,273 Added 89.06%
15,439 $706,000
Q4 2022

Feb 13, 2023
SELL
$42.21 - $50.23 $726,180 - $864,156
-17,204 Reduced 52.7%
15,439 $706,000
Q3 2022

Feb 13, 2023
SELL
$41.2 - $51.05 $307,846 - $381,445
-7,472 Reduced 18.63%
32,643 $1.37 Million
Q3 2022

Nov 14, 2022
BUY
$41.2 - $51.05 $169,043 - $209,458
4,103 Added 11.39%
40,115 $1.68 Million
Q2 2022

Aug 15, 2022
BUY
$44.09 - $54.47 $1.59 Million - $1.96 Million
36,012 New
36,012 $1.6 Million

Others Institutions Holding XSVM

# of Institutions
137
Shares Held
7.01M
Call Options Held
0
Put Options Held
0
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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