Integrated Wealth Concepts LLC Invesco S&P Smallcap Value Wit Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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 12,491 shares of XSVM stock, worth $683,507. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,491
Previous 11,714
6.63%
Holding current value
$683,507
Previous $666,000
1.8%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XSVM
# of Institutions
144Shares Held
8.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$91.5 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$37.1 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$33.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$32.1 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.5 Million0.12% of portfolio