Tolleson Wealth Management, Inc. Invesco S&P Smallcap Value Wit Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 30,000 shares of XSVM stock, worth $1.57 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$1.57 Million
Previous $1.63 Million
5.11%
% of portfolio
0.33%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.43MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$78.9 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$35.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$29 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$28.4 Million0.0% of portfolio
-
Cwm, LLC437KShares$22.9 Million0.12% of portfolio