Dopkins Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 5,114 shares of XSVM stock, worth $285,361. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,114Holding current value
$285,361% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
9.35MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$91.6 Million0.04% of portfolio
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Commonwealth Equity Services, LLC690KShares$38.5 Million0.06% of portfolio
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Cwm, LLC673KShares$37.6 Million0.16% of portfolio
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Morgan Stanley New York, NY587KShares$32.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$26.3 Million0.0% of portfolio