360 Financial, Inc. XSVM Holdings History
Number of Shares
295,414.00
Current Holdings Value*
$14.83 Mil
% of Portfolio
5.37%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
7.53%
360 Financial, Inc.'s Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-03-31, 360 Financial, Inc. held 295,414.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $14.83 Mil. This investment constitutes 5.37% of their stock portfolio, and 360 Financial, Inc. now holds 2.52% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2022Q3. And since then 360 Financial, Inc. has made 10 purchases of XSVM, at an average price of $48.28, for a total of 295,414.00 shares. Based on historical transaction data and XSVM's current price of $51.91, 360 Financial, Inc.'s estimated gain on his XSVM holdings is $1.07 Mil, reflecting a 7.53% gain to date.
360 Financial, Inc. XSVM ($51.91) Holding Chart
360 Financial, Inc. XSVM ($51.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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