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

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025

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 45,081 shares of XSVM stock, worth $2.37 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
45,081
Previous 28,066 60.62%
Holding current value
$2.37 Million
Previous $1.41 Million 66.41%
% of portfolio
1.1%
Previous 0.74%

Shares

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

Jul 17, 2025
BUY
$44.22 - $52.08 $752,403 - $886,141
17,015 Added 60.62%
45,081 $2.34 Million
Q1 2025

Apr 22, 2025
BUY
$49.34 - $55.91 $174,120 - $197,306
3,529 Added 14.38%
28,066 $1.41 Million
Q4 2024

Feb 10, 2025
BUY
$53.38 - $60.64 $1.04 Million - $1.18 Million
19,423 Added 379.8%
24,537 $1.34 Million
Q3 2024

Nov 06, 2024
BUY
$51.3 - $59.04 $262,348 - $301,930
5,114 New
5,114 $281,000

Others Institutions Holding XSVM

# of Institutions
137
Shares Held
6.99M
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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