Sheets Smith Wealth Management Invesco S&P Smallcap Value Wit Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,740 shares of XSVM stock, worth $206,074. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,740
Previous 3,740 -0.0%
Holding current value
$206,074
Previous $205,000 0.98%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$51.3 - $59.04 $191,862 - $220,809
3,740 New
3,740 $205,000
Q1 2024

May 08, 2024
BUY
$50.53 - $56.94 $310,254 - $349,611
6,140 New
6,140 $349,000
Q3 2023

Oct 23, 2023
BUY
$45.54 - $50.67 $51,915 - $57,763
1,140 New
1,140 $54,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.34M
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email