Retirement Group, LLC Invesco S&P Smallcap Value Wit Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Retirement Group, LLC holds 7,849 shares of XSVM stock, worth $430,125. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,849

Holding current value

$430,125

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$50.53 - $56.94 $396,609 - $446,922	7,849 New	7,849 $446,000

Others Institutions Holding XSVM

# of Institutions

138

Shares Held

6.68M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$59.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

480K
Shares

$26.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

375K
Shares

$20.5 Million
0.0% of portfolio
360 Financial, Inc.

314K
Shares

$17.2 Million
5.15% of portfolio
Valmark Advisers, Inc.

311K
Shares

$17.1 Million
0.23% of portfolio

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Retirement Group, LLC Invesco S&P Smallcap Value Wit Transaction History