Lpl Financial LLC Invesco S&P Smallcap Value Wit Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 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 1,228,208 shares of XSVM stock, worth $65.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,228,208
Previous 1,682,054
26.98%
Holding current value
$65.5 Million
Previous $91.6 Million
32.72%
% of portfolio
0.03%
Previous 0.04%
Shares
28 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
8.15MCall Options Held
0Put Options Held
100-
Commonwealth Equity Services, LLC604KShares$32.2 Million0.04% of portfolio
-
Cwm, LLC573KShares$30.5 Million0.11% of portfolio
-
Morgan Stanley New York, NY538KShares$28.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$26.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.300KShares$16 Million0.09% of portfolio