Congress Wealth Management LLC Invesco S&P Smallcap Value Wit Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Congress Wealth Management LLC holds 123,587 shares of XSVM stock, worth $6.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
123,587
Holding current value
$6.5 Million
% of portfolio
0.08%

Shares

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

May 14, 2025
BUY
$49.34 - $55.91 $6.1 Million - $6.91 Million
123,587 New
123,587 $6.2 Million

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
7.54M
Call Options Held
0
Put Options Held
100
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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