Anderson Financial Strategies, LLC XSVM Holdings History
Anderson Financial Strategies, LLC's Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 249.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $12,500.00. This investment constitutes 0.01% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $53.31 for 117,205.00 shares. Based on historical transaction data and XSVM's current price of $52.08, Anderson Financial Strategies, LLC's estimated gain on his XSVM holdings is $-371,460.91, reflecting a -5.60% gain to date.
Anderson Financial Strategies, LLC XSVM ($52.08) Holding Chart
Anderson Financial Strategies, LLC XSVM ($52.08) 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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