Tru Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Tru Wealth Advisors, LLC
- $1.7 Billion
- Q2 2025
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 4,180 shares of XSVM stock, worth $219,993. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,180
Previous 4,287
2.5%
Holding current value
$219,993
Previous $214,000
1.4%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding XSVM
# of Institutions
137Shares Held
6.99MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$57.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC480KShares$25.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC431KShares$22.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY375KShares$19.7 Million0.0% of portfolio
-
360 Financial, Inc.314KShares$16.5 Million5.15% of portfolio