Qp Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Qp Wealth Management, LLC holds 8,145 shares of XSVM stock, worth $434,372. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,145
Previous 7,730 5.37%
Holding current value
$434,372
Previous $358,000 9.5%
% of portfolio
0.68%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 05, 2023
BUY
$45.54 - $50.67 $18,899 - $21,028
415 Added 5.37%
8,145 $392,000
Q2 2023

Jul 13, 2023
SELL
$42.07 - $47.06 $8,624 - $9,647
-205 Reduced 2.58%
7,730 $358,000
Q1 2023

Apr 25, 2023
SELL
$43.13 - $52.31 $79,143 - $95,988
-1,835 Reduced 18.78%
7,935 $361,000
Q4 2022

Jan 17, 2023
BUY
$42.21 - $50.23 $412,391 - $490,747
9,770 New
9,770 $0

Others Institutions Holding XSVM

# of Institutions
151
Shares Held
9.86M
Call Options Held
100
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
Track This Portfolio

Track Qp Wealth Management, LLC Portfolio

Follow Qp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Qp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Qp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email