Wetherby Asset Management Inc Invesco S&P Smallcap Value Wit Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wetherby Asset Management Inc holds 5,000 shares of XSVM stock, worth $256,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$256,300
Previous $274,000
0.73%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
152Shares Held
9.87MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$86.2 Million0.04% of portfolio
-
Cwm, LLC732KShares$37.5 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$35.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$28 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$24.8 Million0.42% of portfolio