Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History

Premier Path Wealth Partners, LLC

$718 Billion
Q2 2025

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 46,084 shares of XSVM stock, worth $2.53 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

46,084

Previous 44,679 3.14%

Holding current value

$2.53 Million

Previous $2.24 Billion 6.82%

% of portfolio

0.33%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$44.22 - $52.08 $62,129 - $73,172	1,405 Added 3.14%	46,084 $2.4 Billion
Q1 2025 Apr 21, 2025	BUY	$49.34 - $55.91 $179,400 - $203,288	3,636 Added 8.86%	44,679 $2.24 Billion
Q4 2024 Jan 15, 2025	BUY	$53.38 - $60.64 $69,554 - $79,013	1,303 Added 3.28%	41,043 $2.24 Billion
Q3 2024 Oct 15, 2024	BUY	$51.3 - $59.04 $105,421 - $121,327	2,055 Added 5.45%	39,740 $2.19 Billion
Q2 2024 Jul 24, 2024	BUY	$51.57 - $56.54 $110,050 - $120,656	2,134 Added 6.0%	37,685 $1.97 Billion
Q1 2024 Apr 24, 2024	BUY	$50.53 - $56.94 $410,909 - $463,036	8,132 Added 29.66%	35,551 $2.02 Billion
Q4 2023 Jan 12, 2024	BUY	$45.09 - $55.21 $1.24 Million - $1.51 Million	27,419 New	27,419 $1.5 Billion

Others Institutions Holding XSVM

# of Institutions

138

Shares Held

6.68M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Premier Path Wealth Partners, LLC Invesco S&P Smallcap Value Wit Transaction History