Lpl Financial LLC Invesco S&P Smallcap Value Wit Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Lpl Financial LLC holds 1,086,858 shares of XSVM stock, worth $57.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,086,858
Previous 1,228,208
11.51%
Holding current value
$57.2 Million
Previous $61.7 Million
8.35%
% of portfolio
0.02%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding XSVM
# of Institutions
137Shares Held
6.99MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC480KShares$25.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC431KShares$22.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY375KShares$19.7 Million0.0% of portfolio
-
360 Financial, Inc.314KShares$16.5 Million5.15% of portfolio
-
Valmark Advisers, Inc.295KShares$15.5 Million0.22% of portfolio