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 $6.59 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
123,587Holding current value
$6.59 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
8.14MCall Options Held
0Put Options Held
100-
Lpl Financial LLC Fort Mill, SC1.23MShares$65.5 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC604KShares$32.2 Million0.04% of portfolio
-
Cwm, LLC573KShares$30.5 Million0.11% of portfolio
-
Morgan Stanley New York, NY538KShares$28.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$26.5 Million0.0% of portfolio