Bestgate Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

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 29,685 shares of XSVM stock, worth $1.44 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
29,685
Previous 28,262 5.04%
Holding current value
$1.44 Million
Previous $1.54 Billion 3.22%
% of portfolio
3.09%
Previous 3.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$49.34 - $55.91 $70,210 - $79,559
1,423 Added 5.04%
29,685 $1.49 Billion
Q4 2024

Feb 10, 2025
BUY
$53.38 - $60.64 $1.51 Million - $1.71 Million
28,262 New
28,262 $1.54 Billion

Others Institutions Holding XSVM

# of Institutions
147
Shares Held
9.39M
Call Options Held
100
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
Track This Portfolio

Track Bestgate Wealth Advisors, LLC Portfolio

Follow Bestgate Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bestgate Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bestgate Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email