Laurel Wealth Planning LLC Invesco S&P Smallcap Value Wit Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 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 26,470 shares of XSVM stock, worth $1.43 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
26,470Holding current value
$1.43 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
8.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90.4 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$36.6 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$32.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.7 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.2 Million0.12% of portfolio