Lowery Thomas, LLC Invesco S&P Smallcap Value Wit Transaction History

Lowery Thomas, LLC

$153 Million
Q4 2024

A detailed history of Lowery Thomas, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Lowery Thomas, LLC holds 24,414 shares of XSVM stock, worth $1.34 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

24,414

Previous 23,302 4.77%

Holding current value

$1.34 Million

Previous $1.28 Million 3.83%

% of portfolio

0.87%

Previous 0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$53.38 - $60.64 $59,358 - $67,431	1,112 Added 4.77%	24,414 $1.33 Million
Q3 2024 Nov 08, 2024	BUY	$51.3 - $59.04 $115,886 - $133,371	2,259 Added 10.74%	23,302 $1.28 Million
Q2 2024 Aug 02, 2024	BUY	$51.57 - $56.54 $67,917 - $74,463	1,317 Added 6.68%	21,043 $1.1 Million
Q1 2024 May 10, 2024	BUY	$50.53 - $56.94 $82,111 - $92,527	1,625 Added 8.98%	19,726 $1.12 Million
Q4 2023 Feb 05, 2024	SELL	$45.09 - $55.21 $30,029 - $36,769	-666 Reduced 3.55%	18,101 $980,000
Q3 2023 Nov 01, 2023	BUY	$45.54 - $50.67 $75,004 - $83,453	1,647 Added 9.62%	18,767 $903,000
Q2 2023 Jul 31, 2023	BUY	$42.07 - $47.06 $15,439 - $17,271	367 Added 2.19%	17,120 $795,000
Q1 2023 May 04, 2023	BUY	$43.13 - $52.31 $722,556 - $876,349	16,753 New	16,753 $762,000

Others Institutions Holding XSVM

# of Institutions

150

Shares Held

9.87M

Call Options Held

100

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Lowery Thomas, LLC Invesco S&P Smallcap Value Wit Transaction History