Bestgate Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Bestgate Wealth Advisors, LLC
- $49.8 Billion
- Q4 2024
A detailed history of Bestgate Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 28,262 shares of XSVM stock, worth $1.42 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
28,262Holding current value
$1.42 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.86MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$84.8 Million0.04% of portfolio
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Cwm, LLC732KShares$36.9 Million0.17% of portfolio
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Commonwealth Equity Services, LLC700KShares$35.3 Million0.06% of portfolio
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Morgan Stanley New York, NY546KShares$27.5 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$24.4 Million0.42% of portfolio