Laurel Wealth Planning LLC Invesco S&P Smallcap Value Wit Transaction History
Laurel Wealth Planning LLC
- $153 Million
- Q3 2024
A detailed history of Laurel Wealth Planning LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 28,559 shares of XSVM stock, worth $1.55 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
28,559
Previous 26,470
7.89%
Holding current value
$1.55 Million
Previous $1.39 Million
13.28%
% of portfolio
1.03%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$89.3 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$37.5 Million0.06% of portfolio
-
Cwm, LLC673KShares$36.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$32 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$25.7 Million0.0% of portfolio