Valmark Advisers, Inc. Invesco S&P Smallcap Value Wit Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
A detailed history of Valmark Advisers, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Valmark Advisers, Inc. holds 295,307 shares of XSVM stock, worth $15.5 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
295,307
Previous 278,053
6.21%
Holding current value
$15.5 Million
Previous $14 Million
9.99%
% of portfolio
0.22%
Previous 0.21%
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