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 220 shares of XSVM stock, worth $13,013. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Previous 208 5.77%
Holding current value
$13,013
Previous $10.9 Million 11.17%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO S&P SMALLCAP VALUE WIT


  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.