Wetherby Asset Management Inc Invesco S&P Smallcap Value Wit Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 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 $297,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$297,350
Previous $261,000
4.98%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
141Shares Held
9.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$97.6 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$41 Million0.06% of portfolio
-
Cwm, LLC673KShares$40 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$34.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$28.1 Million0.0% of portfolio