Evanson Asset Management, LLC Invesco S&P Smallcap Value Wit Transaction History

Evanson Asset Management, LLC

  • $1.35 Billion
  • Q3 2024

A detailed history of Evanson Asset Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Evanson Asset Management, LLC holds 4,455 shares of XSVM stock, worth $237,807. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,455
Previous 4,455 -0.0%
Holding current value
$237,807
Previous $233,000 4.72%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 25, 2023
BUY
$42.21 - $50.23 $188,045 - $223,774
4,455 New
4,455 $0
Q2 2022

Jul 13, 2022
SELL
$44.09 - $54.47 $196,420 - $242,663
-4,455 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$34.73 - $52.36 $154,722 - $233,263
4,455 New
4,455 $216,000

Others Institutions Holding XSVM

# of Institutions
138
Shares Held
9.12M
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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