Financial Advocates Investment Management Invesco S&P Smallcap Value Wit Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,152 shares of XSVM stock, worth $238,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,152
Holding current value
$238,532
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$51.3 - $59.04 $212,997 - $245,134
4,152 New
4,152 $228,000
Q1 2023

May 11, 2023
SELL
$43.13 - $52.31 $456,789 - $554,015
-10,591 Reduced 67.53%
5,092 $231,000
Q4 2022

Feb 14, 2023
SELL
$42.21 - $50.23 $623,146 - $741,545
-14,763 Reduced 48.49%
15,683 $717,000
Q3 2022

Nov 14, 2022
BUY
$41.2 - $51.05 $331,042 - $410,186
8,035 Added 35.85%
30,446 $1.25 Million
Q2 2022

Aug 12, 2022
BUY
$44.09 - $54.47 $988,100 - $1.22 Million
22,411 New
22,411 $995,000

Others Institutions Holding XSVM

# of Institutions
141
Shares Held
9.32M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
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More about XSVM
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