Tru Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Tru Wealth Advisors, LLC
- $1.49 Billion
- Q2 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 11,938 shares of XSVM stock, worth $634,743. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,938
Previous 10,560
13.05%
Holding current value
$634,743
Previous $601,000
3.99%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
8.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.67MShares$88.9 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC677KShares$36 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$32.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY587KShares$31.2 Million0.0% of portfolio
-
Cwm, LLC466KShares$24.8 Million0.12% of portfolio