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
Others Institutions Holding XSVM
# of Institutions
143Shares Held
8.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$90.4 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$36.6 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$32.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.7 Million0.0% of portfolio
-
Cwm, LLC466KShares$25.2 Million0.12% of portfolio