Creative Planning Invesco S&P Smallcap Value Wit Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Creative Planning holds 8,767 shares of XSVM stock, worth $458,075. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,767
Previous 9,609
8.76%
Holding current value
$458,075
Previous $520,000
4.04%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.43MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$78.7 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$35.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$28.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$28.4 Million0.0% of portfolio
-
Cwm, LLC437KShares$22.8 Million0.12% of portfolio