Fortress Wealth Management, Inc. Invesco S&P Smallcap Value Wit Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 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 34,799 shares of XSVM stock, worth $1.89 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
34,799
Previous 35,887
3.03%
Holding current value
$1.89 Million
Previous $1.88 Million
1.81%
% of portfolio
1.06%
Previous 1.09%
Shares
12 transactions
Others Institutions Holding XSVM
# of Institutions
141Shares Held
9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90.8 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$37.5 Million0.06% of portfolio
-
Cwm, LLC673KShares$36.6 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$33 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.9 Million0.0% of portfolio