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

Lowery Thomas, LLC

  • $147 Million
  • Q3 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 23,302 shares of XSVM stock, worth $1.34 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
23,302
Previous 21,043 10.74%
Holding current value
$1.34 Million
Previous $1.1 Million 16.24%
% of portfolio
0.87%
Previous 0.8%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
141
Shares Held
9.34M
Call Options Held
0
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
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