Fortress Wealth Management, Inc. Invesco S&P Smallcap Value Wit Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 33,092 shares of XSVM stock, worth $1.76 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
33,092
Previous 34,799
4.91%
Holding current value
$1.76 Million
Previous $1.91 Million
5.8%
% of portfolio
1.02%
Previous 1.06%
Shares
13 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.86MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$89.7 Million0.04% of portfolio
-
Cwm, LLC732KShares$39 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$37.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$29.1 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$25.8 Million0.42% of portfolio