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

Sheets Smith Wealth Management

  • $807 Million
  • Q3 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 $213,778. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,740
Holding current value
$213,778
% of portfolio
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
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