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

Brightwater Advisory LLC

  • $126 Billion
  • Q1 2025

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 10,650 shares of XSVM stock, worth $516,099. This represents 0.42% of its overall portfolio holdings.

Number of Shares
10,650
Previous 8,388 26.97%
Holding current value
$516,099
Previous $457 Million 16.99%
% of portfolio
0.42%
Previous 0.36%

Shares

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

May 12, 2025
BUY
$49.34 - $55.91 $111,607 - $126,468
2,262 Added 26.97%
10,650 $535 Million
Q4 2024

Feb 04, 2025
SELL
$53.38 - $60.64 $15,586 - $17,706
-292 Reduced 3.36%
8,388 $457 Million
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
8.28M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
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