Integrated Wealth Concepts LLC Invesco S&P Smallcap Value Wit Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,082 shares of XSVM stock, worth $712,830. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,082
Previous 13,002 8.31%
Holding current value
$712,830
Previous $714,000 7.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$53.38 - $60.64 $57,650 - $65,491
1,080 Added 8.31%
14,082 $767,000
Q3 2024

Nov 14, 2024
BUY
$51.3 - $59.04 $26,214 - $30,169
511 Added 4.09%
13,002 $714,000
Q2 2024

Aug 14, 2024
BUY
$51.57 - $56.54 $40,069 - $43,931
777 Added 6.63%
12,491 $654,000
Q1 2024

May 15, 2024
SELL
$50.53 - $56.94 $15,512 - $17,480
-307 Reduced 2.55%
11,714 $666,000
Q4 2023

Feb 13, 2024
BUY
$45.09 - $55.21 $22,364 - $27,384
496 Added 4.3%
12,021 $651,000
Q3 2023

Nov 15, 2023
BUY
$45.54 - $50.67 $524,848 - $583,971
11,525 New
11,525 $554,000

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.87M
Call Options Held
100
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
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More about XSVM
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