Global Financial Private Client, LLC Invesco S&P Smallcap Value Wit Transaction History

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025

A detailed history of Global Financial Private Client, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Global Financial Private Client, LLC holds 87 shares of XSVM stock, worth $4,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
87
Previous 220 60.45%
Holding current value
$4,351
Previous $12 Million 63.25%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$49.34 - $55.91 $6,562 - $7,436
-133 Reduced 60.45%
87 $4.41 Million
Q3 2024

Oct 07, 2024
BUY
$51.3 - $59.04 $615 - $708
12 Added 5.77%
220 $12.1 Million
Q2 2024

Jul 29, 2024
BUY
$51.57 - $56.54 $876 - $961
17 Added 8.9%
208 $10.9 Million
Q1 2024

May 15, 2024
BUY
$50.53 - $56.94 $1,920 - $2,163
38 Added 24.84%
191 $10.8 Million
Q4 2023

May 15, 2024
BUY
$45.09 - $55.21 $6,898 - $8,447
153 New
153 $8.29 Million

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.77M
Call Options Held
100
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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