Altman Advisors, Inc. XSVM Holdings History
Altman Advisors, Inc.'s Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-03-31, Altman Advisors, Inc. held 85,074.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $4.12 Mil. This investment constitutes 1.9% of their stock portfolio, and Altman Advisors, Inc. now holds 0.73% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2023Q4. And since then Altman Advisors, Inc. has made 6 purchases of XSVM, at an average price of $50.71, for a total of 85,074.00 shares. Based on historical transaction data and XSVM's current price of $53.10, Altman Advisors, Inc.'s estimated gain on his XSVM holdings is $203,315.14, reflecting a 4.71% gain to date.
Altman Advisors, Inc. XSVM ($53.10) Holding Chart
Altman Advisors, Inc. XSVM ($53.10) 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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