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

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q1 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 36,935 shares of XSVM stock, worth $1.9 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
36,935
Previous 36,350 1.61%
Holding current value
$1.9 Million
Previous $1.97 Million 6.81%
% of portfolio
1.69%
Previous 1.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$50.53 - $56.94 $29,560 - $33,309
585 Added 1.61%
36,935 $2.1 Million
Q4 2023

Feb 15, 2024
BUY
$45.09 - $55.21 $1.64 Million - $2.01 Million
36,350 New
36,350 $1.97 Million

Others Institutions Holding XSVM

# of Institutions
133
Shares Held
8.45M
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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