Plante Moran Financial Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Plante Moran Financial Advisors, LLC
- $927 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$77.8 Million0.05% of portfolio
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Commonwealth Equity Services, LLC685KShares$35.4 Million0.06% of portfolio
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Morgan Stanley New York, NY554KShares$28.6 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC543KShares$28.1 Million0.0% of portfolio
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Cwm, LLC437KShares$22.6 Million0.12% of portfolio