A detailed history of Williams & Novak, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Williams & Novak, LLC holds 5,682 shares of XSVM stock, worth $302,111. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,682
Previous 5,774 1.59%
Holding current value
$302,111
Previous $313 Million 4.85%
% of portfolio
0.28%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$51.57 - $56.54 $4,744 - $5,201
-92 Reduced 1.59%
5,682 $298 Million
Q4 2023

Jan 25, 2024

BUY
$45.09 - $55.21 $260,349 - $318,782
5,774 New
5,774 $313 Million

Others Institutions Holding XSVM

About INVESCO S&P SMALLCAP VALUE WIT


  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.