Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 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 279,354 shares of XSVM stock, worth $15.5 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
279,354
Previous 267,295
4.51%
Holding current value
$15.5 Million
Previous $14 Million
9.72%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding XSVM
# of Institutions
141Shares Held
9.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$90.9 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$38.2 Million0.06% of portfolio
-
Cwm, LLC673KShares$37.3 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$32.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$26.2 Million0.0% of portfolio