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

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 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 116,026 shares of XSVM stock, worth $6.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
116,026
Previous 123,587 6.12%
Holding current value
$6.36 Million
Previous $6.2 Million 2.77%
% of portfolio
0.06%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$44.22 - $52.08 $334,347 - $393,776
-7,561 Reduced 6.12%
116,026 $6.03 Million
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
136
Shares Held
6.76M
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
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