Householder Group Estate & Retirement Specialist, LLC Invesco S&P Smallcap Value Wit Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 18, 2022	SELL	$44.09 - $54.47 $463,694 - $572,860	-10,517 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$50.74 - $55.63 $60,380 - $66,199	-1,190 Reduced 10.16%	10,517 $567,000
Q4 2021 Apr 12, 2022	BUY	$50.26 - $56.67 $588,393 - $663,435	11,707 New	11,707 $631,000

Others Institutions Holding XSVM

# of Institutions

142

Shares Held

9.35M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.64M
Shares

$90.3 Million
0.04% of portfolio
Cwm, LLC

732K
Shares

$40.3 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

690K
Shares

$37.9 Million
0.06% of portfolio
Morgan Stanley New York, NY

587K
Shares

$32.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

472K
Shares

$26 Million
0.0% of portfolio

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