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 $275,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$275,100
Previous $261,000
4.98%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.35MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$90.3 Million0.04% of portfolio
-
Cwm, LLC732KShares$40.3 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$38.5 Million0.06% of portfolio
-
Morgan Stanley New York, NY587KShares$32.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$26 Million0.0% of portfolio