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 $730,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,082
Previous 13,002 8.31%
Holding current value
$730,292
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
9.86M
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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email