Wespac Advisors So Cal, LLC Invesco S&P Smallcap Value Wit Transaction History
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 20,160 shares of XSVM stock, worth $1.05 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,160
Previous 20,160
-0.0%
Holding current value
$1.05 Million
Previous $1.09 Million
5.04%
% of portfolio
0.3%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.43MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$78.7 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$35.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$28.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$28.4 Million0.0% of portfolio
-
Cwm, LLC437KShares$22.8 Million0.12% of portfolio