Visionary Wealth Advisors Invesco S&P Smallcap Value Wit Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Visionary Wealth Advisors holds 12,070 shares of XSVM stock, worth $689,921. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,070
Previous 8,513 41.78%
Holding current value
$689,921
Previous $445,000 48.99%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$51.3 - $59.04 $182,474 - $210,005
3,557 Added 41.78%
12,070 $663,000
Q2 2024

Aug 13, 2024
BUY
$51.57 - $56.54 $50,126 - $54,956
972 Added 12.89%
8,513 $445,000
Q1 2024

May 15, 2024
BUY
$50.53 - $56.94 $141,180 - $159,090
2,794 Added 58.86%
7,541 $429,000
Q4 2023

Feb 14, 2024
BUY
$45.09 - $55.21 $214,042 - $262,081
4,747 New
4,747 $257,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.34M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
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