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 $410,426. This represents 0.68% of its overall portfolio holdings.
Number of Shares
8,145
Previous 7,730
5.37%
Holding current value
$410,426
Previous $358,000
9.5%
% of portfolio
0.68%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
8.15MCall Options Held
0Put Options Held
100-
Lpl Financial LLC Fort Mill, SC1.23MShares$61.9 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC604KShares$30.4 Million0.04% of portfolio
-
Cwm, LLC573KShares$28.8 Million0.11% of portfolio
-
Morgan Stanley New York, NY538KShares$27.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$25 Million0.0% of portfolio