Global Retirement Partners, LLC Invesco S&P Smallcap Value Wit Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,891 shares of XSVM stock, worth $91,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,891
Previous 1,886 0.27%
Holding current value
$91,637
Previous $103,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$53.38 - $60.64 $266 - $303
5 Added 0.27%
1,891 $103,000
Q3 2024

Oct 16, 2024
SELL
$51.3 - $59.04 $26,983 - $31,055
-526 Reduced 21.81%
1,886 $103,000
Q2 2024

Jul 23, 2024
BUY
$51.57 - $56.54 $33,829 - $37,090
656 Added 37.36%
2,412 $126,000
Q1 2024

Apr 23, 2024
SELL
$50.53 - $56.94 $54,117 - $60,982
-1,071 Reduced 37.88%
1,756 $99,000
Q4 2023

Jan 18, 2024
SELL
$45.09 - $55.21 $51,222 - $62,718
-1,136 Reduced 28.67%
2,827 $153,000
Q3 2023

Oct 13, 2023
SELL
$45.54 - $50.67 $21,449 - $23,865
-471 Reduced 10.62%
3,963 $190,000
Q2 2023

Jul 20, 2023
SELL
$42.07 - $47.06 $38,409 - $42,965
-913 Reduced 17.07%
4,434 $205,000
Q1 2023

May 05, 2023
SELL
$43.13 - $52.31 $12,119 - $14,699
-281 Reduced 4.99%
5,347 $243,000
Q4 2022

Feb 13, 2023
BUY
$42.21 - $50.23 $9,159 - $10,899
217 Added 4.01%
5,628 $257,000
Q2 2022

Jul 15, 2022
BUY
$44.09 - $54.47 $4,364 - $5,392
99 Added 1.86%
5,411 $240,000
Q1 2022

Jul 14, 2022
BUY
$50.74 - $55.63 $269,530 - $295,506
5,312 New
5,312 $258,000
Q4 2021

Jan 21, 2022
SELL
$50.26 - $56.67 $73,882 - $83,304
-1,470 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$46.5 - $51.75 $68,355 - $76,072
1,470 New
1,470 $74,000

Others Institutions Holding XSVM

# of Institutions
146
Shares Held
8.89M
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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email