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

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 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 1,886 shares of XSVM stock, worth $102,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,886
Previous 2,412 21.81%
Holding current value
$102,466
Previous $126,000 18.25%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
141
Shares Held
9M
Call Options Held
0
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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