Mai Capital Management Invesco S&P Smallcap Value Wit Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Mai Capital Management holds 680 shares of XSVM stock, worth $36,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares

680

Holding current value

$36,257

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$53.38 - $60.64 $36,298 - $41,235	680 New	680 $37,000

Others Institutions Holding XSVM

# of Institutions

150

Shares Held

9.87M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.68M
Shares

$89.7 Million
0.04% of portfolio
Cwm, LLC

732K
Shares

$39 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

700K
Shares

$37.3 Million
0.06% of portfolio
Morgan Stanley New York, NY

546K
Shares

$29.1 Million
0.0% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

483K
Shares

$25.8 Million
0.42% of portfolio

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Mai Capital Management Invesco S&P Smallcap Value Wit Transaction History