Brightwater Advisory LLC Invesco S&P Smallcap Value Wit Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Brightwater Advisory LLC holds 8,680 shares of XSVM stock, worth $454,398. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,680
Previous 8,487 2.27%
Holding current value
$454,398
Previous $445 Million 7.37%
% of portfolio
0.35%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$51.3 - $59.04 $9,900 - $11,394
193 Added 2.27%
8,680 $477 Million
Q2 2024

Sep 10, 2024
BUY
$51.57 - $56.54 $437,674 - $479,854
8,487 New
8,487 $445 Million
Q1 2024

Oct 02, 2024
SELL
$50.53 - $56.94 $146,132 - $164,670
-2,892 Reduced 34.08%
5,595 $319 Million

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.34M
Call Options Held
0
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 Brightwater Advisory LLC Portfolio

Follow Brightwater Advisory 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 Brightwater Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brightwater Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email