Plante Moran Financial Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 254 shares of XSVM stock, worth $13,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares
254
Holding current value
$13,975
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$53.38 - $60.64 $13,558 - $15,402
254 New
254 $13,000
Q2 2020

Aug 10, 2020
SELL
$17.63 - $28.11 $13,222 - $21,082
-750 Closed
0 $0
Q2 2018

Jul 26, 2018
BUY
$28.65 - $32.89 $21,487 - $24,667
750 New
750 $24,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.35M
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
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