Wagner Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 296 shares of XSVM stock, worth $16,436. This represents 0.01% of its overall portfolio holdings.
Number of Shares
296
Previous 294
0.68%
Holding current value
$16,436
Previous $16,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$91.1 Million0.04% of portfolio
-
Cwm, LLC732KShares$40.6 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC690KShares$38.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY587KShares$32.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$26.2 Million0.0% of portfolio