Tru Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 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 12,765 shares of XSVM stock, worth $660,588. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,765
Previous 12,965
1.54%
Holding current value
$660,588
Previous $712,000
2.39%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding XSVM
# of Institutions
152Shares Held
9.88MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$87 Million0.04% of portfolio
-
Cwm, LLC732KShares$37.9 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$36.2 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$28.3 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$25 Million0.42% of portfolio