Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 245,096 shares of XSVM stock, worth $12.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

245,096

Previous 188,754 29.85%

Holding current value

$12.8 Million

Previous $10.2 Million 36.49%

% of portfolio

0.13%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$50.53 - $56.94 $2.85 Million - $3.21 Million	56,342 Added 29.85%	245,096 $14 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $1.14 Million - $1.4 Million	25,355 Added 15.52%	188,754 $10.2 Million
Q3 2023 Nov 07, 2023	BUY	$45.54 - $50.67 $363,910 - $404,903	7,991 Added 5.14%	163,399 $7.87 Million
Q2 2023 Aug 11, 2023	BUY	$42.07 - $47.06 $1.51 Million - $1.68 Million	35,784 Added 29.91%	155,408 $7.22 Million
Q1 2023 Apr 28, 2023	BUY	$43.13 - $52.31 $3.1 Million - $3.76 Million	71,948 Added 150.91%	119,624 $5.45 Million

Q4 2022 Feb 13, 2023	BUY	$44.9 - $50.23 $505,035 - $564,987	11,248 Added 30.88%	47,676 $2.18 Million
Q3 2022 Nov 01, 2022	BUY	$42.02 - $51.05 $1.53 Million - $1.86 Million	36,428 New	36,428 $1.5 Million

Others Institutions Holding XSVM

# of Institutions

133

Shares Held

8.43M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History