Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 245,514 shares of XSVM stock, worth $12.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
245,514
Previous 299,997
18.16%
Holding current value
$12.9 Million
Previous $15.1 Million
15.24%
% of portfolio
0.07%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
7.54MCall 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