Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History
Premier Path Wealth Partners, LLC
- $531 Billion
- Q1 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 35,551 shares of XSVM stock, worth $1.99 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
35,551
Previous 27,419
29.66%
Holding current value
$1.99 Million
Previous $1.5 Billion
34.46%
% of portfolio
0.38%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
135Shares Held
8.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$84.3 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$38.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$31 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$30.4 Million0.0% of portfolio
-
Cwm, LLC466KShares$26.1 Million0.12% of portfolio