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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$51.3 - $59.04 $107,165 - $123,334
2,089 Added 7.89%
28,559 $1.57 Million
Q2 2024

Jul 25, 2024

BUY
$51.57 - $56.54 $1.37 Million - $1.5 Million
26,470 New
26,470 $1.39 Million

Others Institutions Holding XSVM

About INVESCO S&P SMALLCAP VALUE WIT


  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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