Ullmann Wealth Partners Group, LLC Invesco S&P Smallcap Value Wit Transaction History

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 3,612 shares of XSVM stock, worth $197,937. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,612
Holding current value
$197,937
% of portfolio
0.02%

Shares

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

Oct 17, 2025
BUY
$51.33 - $58.15 $185,403 - $210,037
3,612 New
3,612 $203,000
Q1 2024

May 10, 2024
BUY
$50.53 - $56.94 $180,644 - $203,560
3,575 New
3,575 $203,000
Q2 2022

Jul 13, 2022
SELL
$44.09 - $54.47 $170,496 - $210,635
-3,867 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$50.26 - $56.67 $194,355 - $219,142
3,867 New
3,867 $208,000
Q3 2021

Oct 19, 2021
SELL
$46.5 - $51.75 $191,394 - $213,003
-4,116 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$34.73 - $52.36 $142,948 - $215,513
4,116 New
4,116 $200,000
Q4 2020

Jan 15, 2021
SELL
$27.14 - $35.23 $214,867 - $278,915
-7,917 Closed
0 $0
Q3 2020

Oct 19, 2020
BUY
$22.95 - $28.35 $181,695 - $224,446
7,917 New
7,917 $213,000
Q1 2020

Apr 09, 2020
SELL
$17.26 - $33.83 $136,647 - $267,832
-7,917 Closed
0 $0
Q3 2019

Oct 08, 2019
SELL
$27.23 - $31.44 $3,485 - $4,024
-128 Reduced 1.59%
7,917 $242,000
Q2 2019

Jul 11, 2019
SELL
$27.63 - $30.65 $6,714 - $7,447
-243 Reduced 2.93%
8,045 $235,000
Q1 2019

Apr 08, 2019
SELL
$26.55 - $30.77 $48,692 - $56,432
-1,834 Reduced 18.12%
8,288 $245,000
Q4 2018

Jan 14, 2019
SELL
$25.28 - $32.29 $1,289 - $1,646
-51 Reduced 0.5%
10,122 $267,000
Q3 2018

Nov 06, 2018
SELL
$32.13 - $33.59 $4,594 - $4,803
-143 Reduced 1.39%
10,173 $330,000
Q2 2018

Aug 07, 2018
BUY
$28.65 - $32.89 $295,553 - $339,293
10,316 New
10,316 $331,000

Others Institutions Holding XSVM

# of Institutions
138
Shares Held
6.93M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
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More about XSVM
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