Swisher Financial Concepts, Inc. Invesco S&P Smallcap Value Wit Transaction History

Swisher Financial Concepts, Inc.

  • $159 Million
  • Q3 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 8,496 shares of XSVM stock, worth $465,240. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,496
Previous 4,248 100.0%
Holding current value
$465,240
Previous $222,000 101.8%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Nov 05, 2024
BUY
$51.3 - $59.04 $217,922 - $250,801
4,248 Added 100.0%
8,496 $448,000
Q4 2023

Feb 13, 2024
BUY
$45.09 - $55.21 $191,542 - $234,532
4,248 New
4,248 $230,000

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 Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. 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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email