Wealth Enhancement Advisory Services, LLC Invesco S&P Smallcap Value Wit Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 15,630 shares of XSVM stock, worth $757,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,630

Previous 15,596 0.22%

Holding current value

$757,429

Previous $849,000 7.66%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$49.34 - $55.91 $1,677 - $1,900	34 Added 0.22%	15,630 $784,000
Q4 2024 Mar 17, 2025	BUY	$53.38 - $60.64 $238,608 - $271,060	4,470 Added 40.18%	15,596 $849,000
Q3 2024 Oct 23, 2024	SELL	$51.3 - $59.04 $18,006 - $20,723	-351 Reduced 3.06%	11,126 $611,000
Q2 2024 Jul 16, 2024	BUY	$51.57 - $56.54 $2,784 - $3,053	54 Added 0.47%	11,477 $601,000
Q1 2024 Apr 15, 2024	BUY	$50.53 - $56.94 $66,345 - $74,762	1,313 Added 12.99%	11,423 $650,000
Q4 2023 Jan 30, 2024	BUY	$45.09 - $55.21 $38,912 - $47,646	863 Added 9.33%	10,110 $547,000
Q3 2023 Nov 13, 2023	BUY	$45.54 - $50.67 $421,108 - $468,545	9,247 New	9,247 $445,000
Q1 2023 Apr 25, 2023	BUY	$43.13 - $52.31 $267,406 - $324,322	6,200 New	6,200 $282,000

Others Institutions Holding XSVM

# of Institutions

147

Shares Held

9.39M

Call Options Held

100

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

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Wealth Enhancement Advisory Services, LLC Invesco S&P Smallcap Value Wit Transaction History