Marshall Financial Group LLC Invesco S&P Smallcap Value Wit Transaction History

Marshall Financial Group LLC

  • $353 Million
  • Q2 2024

A detailed history of Marshall Financial Group LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Marshall Financial Group LLC holds 47,196 shares of XSVM stock, worth $2.55 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
47,196
Previous 48,750 3.19%
Holding current value
$2.55 Million
Previous $2.78 Million 10.92%
% of portfolio
0.7%
Previous 0.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$51.57 - $56.54 $80,139 - $87,863
-1,554 Reduced 3.19%
47,196 $2.47 Million
Q1 2024

Apr 19, 2024
SELL
$50.53 - $56.94 $617,628 - $695,977
-12,223 Reduced 20.05%
48,750 $2.78 Million
Q4 2023

Jan 10, 2024
SELL
$45.09 - $55.21 $276,086 - $338,050
-6,123 Reduced 9.13%
60,973 $3.3 Million
Q3 2023

Oct 19, 2023
SELL
$45.54 - $50.67 $148,323 - $165,032
-3,257 Reduced 4.63%
67,096 $3.23 Million
Q2 2023

Jul 17, 2023
SELL
$42.07 - $47.06 $158,056 - $176,804
-3,757 Reduced 5.07%
70,353 $3.27 Million
Q1 2023

Apr 18, 2023
SELL
$43.13 - $52.31 $33,210 - $40,278
-770 Reduced 1.03%
74,110 $3.37 Million
Q4 2022

Feb 01, 2023
BUY
$44.9 - $50.23 $143,320 - $160,334
3,192 Added 4.45%
74,880 $3.43 Million
Q3 2022

Oct 12, 2022
BUY
$42.02 - $51.05 $64,626 - $78,514
1,538 Added 2.19%
71,688 $2.95 Million
Q2 2022

Jul 25, 2022
BUY
$44.09 - $54.47 $847,894 - $1.05 Million
19,231 Added 37.77%
70,150 $3.12 Million
Q1 2022

May 10, 2022
BUY
$50.74 - $55.63 $456,761 - $500,781
9,002 Added 21.48%
50,919 $2.74 Million
Q4 2021

Jan 27, 2022
BUY
$50.26 - $56.67 $2.11 Million - $2.38 Million
41,917 New
41,917 $2.26 Million

Others Institutions Holding XSVM

# of Institutions
143
Shares Held
8.68M
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
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email