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

Swisher Financial Concepts, Inc.

  • $151 Million
  • Q3 2025

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 3,951 shares of XSVM stock, worth $216,514. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,951
Holding current value
$216,514
% of portfolio
0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$51.33 - $58.15 $202,804 - $229,750
3,951 New
3,951 $223,000
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
138
Shares Held
6.67M
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
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More about XSVM
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