Moneco Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History

Moneco Advisors, LLC

  • $667 Million
  • Q2 2024

A detailed history of Moneco Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Moneco Advisors, LLC holds 150,178 shares of XSVM stock, worth $8.12 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
150,178
Previous 159,617 5.91%
Holding current value
$8.12 Million
Previous $9.09 Million 13.45%
% of portfolio
1.18%
Previous 1.47%

Shares

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

Jul 19, 2024
SELL
$51.57 - $56.54 $486,769 - $533,681
-9,439 Reduced 5.91%
150,178 $7.87 Million
Q1 2024

Jul 19, 2024
SELL
$50.53 - $56.94 $20,919 - $23,573
-414 Reduced 0.26%
159,617 $9.09 Million
Q1 2024

Apr 25, 2024
BUY
$50.53 - $56.94 $775,989 - $874,427
15,357 Added 10.61%
160,031 $9.11 Million
Q4 2023

Mar 13, 2024
BUY
$45.09 - $55.21 $36,883 - $45,161
818 Added 0.57%
144,674 $7.84 Million
Q4 2023

Feb 05, 2024
BUY
$45.09 - $55.21 $24,213 - $29,647
537 Added 0.37%
144,371 $7.82 Million
Q3 2023

Mar 13, 2024
SELL
$45.54 - $50.67 $130,335 - $145,017
-2,862 Reduced 1.95%
143,856 $6.93 Million
Q3 2023

Nov 03, 2023
SELL
$45.54 - $50.67 $130,335 - $145,017
-2,862 Reduced 1.95%
143,834 $6.93 Million
Q2 2023

Mar 13, 2024
BUY
$42.07 - $47.06 $98,738 - $110,449
2,347 Added 1.63%
146,718 $6.81 Million
Q2 2023

Aug 02, 2023
BUY
$42.07 - $47.06 $189,441 - $211,911
4,503 Added 3.17%
146,696 $6.81 Million
Q1 2023

May 11, 2023
BUY
$43.13 - $52.31 $1.31 Million - $1.58 Million
30,268 Added 27.04%
142,193 $6.47 Million
Q4 2022

Jan 27, 2023
BUY
$44.9 - $50.23 $1.78 Million - $1.99 Million
39,611 Added 54.78%
111,925 $5.12 Million
Q3 2022

Nov 01, 2022
BUY
$42.02 - $51.05 $600,591 - $729,657
14,293 Added 24.63%
72,314 $2.98 Million
Q2 2022

Aug 10, 2022
BUY
$44.09 - $54.47 $644,683 - $796,460
14,622 Added 33.69%
58,021 $2.58 Million
Q1 2022

May 09, 2022
BUY
$50.74 - $55.63 $580,567 - $636,518
11,442 Added 35.8%
43,399 $2.34 Million
Q4 2021

Feb 08, 2022
BUY
$50.26 - $56.67 $1.29 Million - $1.45 Million
25,568 Added 400.19%
31,957 $1.66 Million
Q3 2021

Nov 03, 2021
BUY
$46.5 - $51.75 $297,088 - $330,630
6,389 New
6,389 $322,000

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
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More about XSVM
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