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 $263,150. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$263,150
Previous $274,000
0.73%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
143Shares Held
7.62MCall Options Held
0Put Options Held
100-
Lpl Financial LLC Fort Mill, SC1.23MShares$64.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY538KShares$28.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$26.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC431KShares$22.7 Million0.03% of portfolio
-
360 Financial, Inc.314KShares$16.5 Million5.15% of portfolio