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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 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 10,823 shares of XSVM stock, worth $576,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,823
Previous 15,630 30.75%
Holding current value
$576,865
Previous $784,000 28.32%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$44.22 - $52.08 $212,565 - $250,348
-4,807 Reduced 30.75%
10,823 $562,000
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
142
Shares Held
8.17M
Call Options Held
0
Put Options Held
100
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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