Carolinas Wealth Consulting LLC Invesco S&P Smallcap Value Wit Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 4,838 shares of XSVM stock, worth $252,301. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,838
Previous 7,076
31.63%
Holding current value
$252,301
Previous $389,000
32.39%
% of portfolio
0.05%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.86MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$87.7 Million0.04% of portfolio
-
Cwm, LLC732KShares$38.2 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$36.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$28.5 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$25.2 Million0.42% of portfolio